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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 | $22,676 | $154,228-85.3% | $145,433-84.4% | $137,256-83.5% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 14.70% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $45,519 | $4,804+847.5% | $4,554+899.4% | $4,156+995.3% |
| Participant deferral / active EE | $220,972 | $8,216+2589.4% | $7,897+2698.1% | $6,407+3349.0% |
| Admin fee / account holder | $456,149 | $14,344+3080.2% | $13,129+3374.4% | $12,270+3617.6% |