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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 | $125,190-8.9% | $105,624+8.0% | $145,897-21.8% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 8.42% | 225.22%-216.8pp | 116.20%-107.8pp | 552.29%-543.9pp |
| Employer contribution / active EE | $830 | $3,720-77.7% | $3,168-73.8% | $4,663-82.2% |
| Participant deferral / active EE | $7,584 | $5,716+32.7% | $5,013+51.3% | $6,689+13.4% |
| Admin fee / account holder | $21,951 | $17,138+28.1% | $10,961+100.3% | $13,390+63.9% |