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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 | $130,820 | $88,707+47.5% | $74,184+76.3% | $273,972-52.3% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 8.79% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.7pp |
| Employer contribution / active EE | $41,499 | $3,159+1213.5% | $2,370+1650.9% | $4,869+752.4% |
| Participant deferral / active EE | $81,540 | $4,212+1836.0% | $3,550+2197.1% | $5,287+1442.2% |
| Admin fee / account holder | $14,853 | $8,717+70.4% | $5,586+165.9% | $10,133+46.6% |