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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,996 | $196,972-26.4% | $182,262-20.4% | $198,609-27.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 9.48% | 158.27%-148.8pp | 140.60%-131.1pp | 202.70%-193.2pp |
| Employer contribution / active EE | $4,326 | $5,364-19.3% | $5,046-14.3% | $5,055-14.4% |
| Participant deferral / active EE | $48,014 | $8,643+455.5% | $8,276+480.1% | $6,977+588.2% |
| Admin fee / account holder | $293,105 | $18,429+1490.5% | $16,712+1653.9% | $19,030+1440.2% |