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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 | $70,532 | $100,970-30.1% | $96,576-27.0% | $137,256-48.6% |
| Participation rate | 0.0% | 82.6%-82.6pp | 81.4%-81.4pp | 80.0%-80.0pp |
| Annual return | 13.00% | 38.16%-25.2pp | 38.47%-25.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $6,247 | $3,809+64.0% | $3,553+75.8% | $4,156+50.3% |
| Participant deferral / active EE | $13,073 | $8,286+57.8% | $7,956+64.3% | $6,407+104.0% |
| Admin fee / account holder | $23,877 | $11,312+111.1% | $11,381+109.8% | $12,270+94.6% |