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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 | $149,149 | $110,248+35.3% | $95,728+55.8% | $139,456+7.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 45.43% | 27.16%+18.3pp | 28.40%+17.0pp | 373.45%-328.0pp |
| Employer contribution / active EE | $53,780 | $3,258+1550.5% | $2,835+1797.0% | $4,753+1031.6% |
| Participant deferral / active EE | $104,382 | $4,675+2132.5% | $4,245+2359.1% | $6,711+1455.3% |
| Admin fee / account holder | $11,475 | $6,607+73.7% | $5,673+102.3% | $11,407+0.6% |