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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 | $143,714 | $159,934-10.1% | $147,005-2.2% | $145,959-1.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 14.14% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $17,643 | $5,287+233.7% | $4,934+257.6% | $4,661+278.5% |
| Participant deferral / active EE | $128,639 | $8,427+1426.5% | $8,070+1494.1% | $6,689+1823.3% |
| Admin fee / account holder | $13,035 | $15,053-13.4% | $13,006+0.2% | $13,398-2.7% |