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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 | $128,852 | $124,346+3.6% | $111,308+15.8% | $167,536-23.1% |
| Participation rate | 0.0% | 79.6%-79.6pp | 77.3%-77.3pp | 82.1%-82.1pp |
| Annual return | 13.57% | 37.45%-23.9pp | 54.67%-41.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $12,418 | $3,437+261.3% | $2,732+354.6% | $4,839+156.6% |
| Participant deferral / active EE | $33,865 | $5,182+553.6% | $4,487+654.7% | $6,342+434.0% |
| Admin fee / account holder | $9,352 | $10,621-11.9% | $7,965+17.4% | $12,315-24.1% |