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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 | $90,623 | $103,164-12.2% | $90,259+0.4% | $154,746-41.4% |
| Participation rate | 0.0% | 76.1%-76.1pp | 70.7%-70.7pp | 80.7%-80.7pp |
| Annual return | 8.74% | 19.25%-10.5pp | 18.88%-10.1pp | 172.34%-163.6pp |
| Employer contribution / active EE | $17,603 | $2,532+595.3% | $2,291+668.3% | $4,379+302.0% |
| Participant deferral / active EE | $56,168 | $4,422+1170.3% | $3,827+1367.8% | $6,730+734.5% |
| Admin fee / account holder | $109,507 | $8,593+1174.4% | $7,267+1406.9% | $14,365+662.3% |