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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 | $102,238 | $126,519-19.2% | $106,201-3.7% | $145,959-30.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 11.11% | 225.10%-214.0pp | 116.26%-105.1pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,297 | $3,726-38.3% | $3,170-27.5% | $4,661-50.7% |
| Participant deferral / active EE | $8,311 | $5,716+45.4% | $5,012+65.8% | $6,689+24.3% |
| Admin fee / account holder | $28,643 | $17,312+65.4% | $11,039+159.5% | $13,398+113.8% |