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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 | $49,008 | $182,442-73.1% | $163,379-70.0% | $138,895-64.7% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.8%-76.8pp | 79.9%-79.9pp |
| Annual return | 16.11% | 72.74%-56.6pp | 63.41%-47.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $74,449 | $4,159+1689.9% | $3,752+1884.0% | $4,194+1675.0% |
| Participant deferral / active EE | $181,587 | $6,817+2563.8% | $6,282+2790.7% | $6,396+2739.0% |
| Admin fee / account holder | $9,899 | $10,396-4.8% | $9,818+0.8% | $12,562-21.2% |