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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 | $189,666 | $126,661+49.7% | $113,397+67.3% | $138,895+36.6% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | 11.05% | 25.05%-14.0pp | 23.20%-12.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,535 | $3,456-26.6% | $2,977-14.8% | $4,194-39.6% |
| Participant deferral / active EE | $17,360 | $5,693+204.9% | $5,076+242.0% | $6,396+171.4% |
| Admin fee / account holder | $8,963 | $14,549-38.4% | $11,957-25.0% | $12,562-28.6% |