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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 | $162,136-86.0% | $152,301-85.1% | $154,746-85.3% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 14.70% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $45,519 | $4,890+830.8% | $4,624+884.3% | $4,379+939.5% |
| Participant deferral / active EE | $220,972 | $8,341+2549.3% | $8,004+2660.8% | $6,730+3183.2% |
| Admin fee / account holder | $456,149 | $15,759+2794.5% | $14,398+3068.2% | $14,365+3075.4% |