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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 | $114,093 | $125,237-8.9% | $105,608+8.0% | $145,877-21.8% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 8.42% | 225.76%-217.3pp | 116.50%-108.1pp | 551.28%-542.9pp |
| Employer contribution / active EE | $830 | $3,720-77.7% | $3,167-73.8% | $4,663-82.2% |
| Participant deferral / active EE | $7,584 | $5,711+32.8% | $5,010+51.4% | $6,691+13.4% |
| Admin fee / account holder | $21,951 | $17,287+27.0% | $11,028+99.0% | $13,402+63.8% |