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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 | $121,709 | $159,978-23.9% | $147,041-17.2% | $145,978-16.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 12.65% | 98.36%-85.7pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $23,888 | $5,288+351.7% | $4,935+384.1% | $4,662+412.4% |
| Participant deferral / active EE | $83,948 | $8,429+896.0% | $8,071+940.1% | $6,690+1154.9% |
| Admin fee / account holder | $82,276 | $15,053+446.6% | $13,006+532.6% | $13,400+514.0% |