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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 | $68,207 | $160,040-57.4% | $147,096-53.6% | $145,877-53.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.94% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $38,606 | $5,289+629.9% | $4,936+682.1% | $4,663+727.9% |
| Participant deferral / active EE | $86,918 | $8,429+931.2% | $8,071+976.9% | $6,691+1199.1% |
| Admin fee / account holder | $17,333 | $15,050+15.2% | $13,005+33.3% | $13,402+29.3% |