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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 | $128,893 | $135,905-5.2% | $126,068+2.2% | $198,609-35.1% |
| Participation rate | 0.0% | 85.6%-85.6pp | 84.7%-84.7pp | 82.4%-82.4pp |
| Annual return | 14.73% | 14.07%+0.7pp | 15.01%-0.3pp | 202.70%-188.0pp |
| Employer contribution / active EE | $43,382 | $4,245+921.9% | $3,968+993.3% | $5,055+758.1% |
| Participant deferral / active EE | $117,784 | $8,523+1281.9% | $8,214+1334.0% | $6,977+1588.2% |
| Admin fee / account holder | $118,802 | $21,036+464.8% | $18,264+550.5% | $19,030+524.3% |