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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 | $92,194 | $109,967-16.2% | $97,197-5.1% | $145,877-36.8% |
| Participation rate | 0.0% | 76.0%-76.0pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 12.19% | 244.27%-232.1pp | 75.47%-63.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $71,463 | $3,077+2222.7% | $2,723+2524.7% | $4,663+1432.6% |
| Participant deferral / active EE | $41,930 | $4,676+796.6% | $4,263+883.5% | $6,691+526.7% |
| Admin fee / account holder | $76,326 | $6,199+1131.3% | $5,637+1254.0% | $13,402+469.5% |