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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 | $62,102 | $175,257-64.6% | $149,717-58.5% | $139,456-55.5% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 21.02% | 166.70%-145.7pp | 134.41%-113.4pp | 373.45%-352.4pp |
| Employer contribution / active EE | $10,771 | $5,477+96.7% | $4,820+123.5% | $4,753+126.6% |
| Participant deferral / active EE | $24,881 | $6,521+281.6% | $5,682+337.9% | $6,711+270.7% |
| Admin fee / account holder | $721 | $16,156-95.5% | $13,213-94.5% | $11,407-93.7% |