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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 | $71,929 | $154,228-53.4% | $145,433-50.5% | $137,256-47.6% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 14.16% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $108,914 | $4,804+2167.2% | $4,554+2291.4% | $4,156+2520.6% |
| Participant deferral / active EE | $144,455 | $8,216+1658.1% | $7,897+1729.2% | $6,407+2154.7% |
| Admin fee / account holder | $46,874 | $14,344+226.8% | $13,129+257.0% | $12,270+282.0% |