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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 | $58,418 | $183,539-68.2% | $155,556-62.4% | $145,897-60.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 10.89% | 61.31%-50.4pp | 64.84%-53.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $17,240 | $5,315+224.3% | $4,675+268.7% | $4,663+269.7% |
| Participant deferral / active EE | $50,866 | $6,467+686.5% | $5,631+803.3% | $6,689+660.4% |
| Admin fee / account holder | $6,497 | $19,275-66.3% | $15,885-59.1% | $13,390-51.5% |