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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 | $109,633 | $117,895-7.0% | $102,460+7.0% | $145,897-24.9% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 16.85% | 31.92%-15.1pp | 29.47%-12.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,738 | $3,619-24.3% | $3,025-9.5% | $4,663-41.3% |
| Participant deferral / active EE | $9,125 | $5,736+59.1% | $5,056+80.5% | $6,689+36.4% |
| Admin fee / account holder | $13,842 | $13,353+3.7% | $9,460+46.3% | $13,390+3.4% |