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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 | $118,839 | $112,112+6.0% | $95,956+23.8% | $158,950-25.2% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 13.15% | 171.15%-158.0pp | 91.63%-78.5pp | 302.91%-289.8pp |
| Employer contribution / active EE | $18,911 | $3,199+491.2% | $2,541+644.2% | $4,762+297.1% |
| Participant deferral / active EE | $35,481 | $4,784+641.7% | $4,167+751.6% | $5,983+493.1% |
| Admin fee / account holder | $16,070 | $10,134+58.6% | $6,797+136.4% | $11,248+42.9% |