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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 | $162,136-55.6% | $152,301-52.8% | $154,746-53.5% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 14.16% | 91.02%-76.9pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $108,914 | $4,890+2127.1% | $4,624+2255.2% | $4,379+2387.1% |
| Participant deferral / active EE | $144,455 | $8,341+1631.9% | $8,004+1704.8% | $6,730+2046.3% |
| Admin fee / account holder | $46,874 | $15,759+197.4% | $14,398+225.6% | $14,365+226.3% |