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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 | $117,846-7.0% | $102,434+7.0% | $145,884-24.8% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 16.85% | 31.90%-15.0pp | 29.46%-12.6pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,738 | $3,615-24.3% | $3,023-9.4% | $4,662-41.3% |
| Participant deferral / active EE | $9,125 | $5,733+59.2% | $5,055+80.5% | $6,690+36.4% |
| Admin fee / account holder | $13,842 | $13,356+3.6% | $9,462+46.3% | $13,392+3.4% |