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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 | $138,312+37.1% | $122,979+54.2% | $155,188+22.2% |
| Participation rate | 0.0% | 80.2%-80.2pp | 77.2%-77.2pp | 80.8%-80.8pp |
| Annual return | 11.05% | 22.06%-11.0pp | 20.12%-9.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $2,535 | $3,530-28.2% | $3,062-17.2% | $4,248-40.3% |
| Participant deferral / active EE | $17,360 | $5,592+210.4% | $5,003+247.0% | $6,531+165.8% |
| Admin fee / account holder | $8,963 | $15,089-40.6% | $12,864-30.3% | $14,480-38.1% |