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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 | $160,070-10.2% | $147,117-2.3% | $145,897-1.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 14.14% | 98.69%-84.5pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $17,643 | $5,285+233.9% | $4,932+257.7% | $4,663+278.4% |
| Participant deferral / active EE | $128,639 | $8,419+1427.9% | $8,065+1495.1% | $6,689+1823.1% |
| Admin fee / account holder | $13,035 | $15,035-13.3% | $12,993+0.3% | $13,390-2.7% |