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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 | $187,010 | $166,131+12.6% | $164,975+13.4% | $145,877+28.2% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 11.35% | 100.37%-89.0pp | 70.12%-58.8pp | 551.28%-539.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $167,737 | $6,962+2309.3% | $6,033+2680.1% | $6,691+2407.1% |
| Admin fee / account holder | $45,088 | $16,648+170.8% | $12,688+255.4% | $13,402+236.4% |