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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 | $213,928 | $160,028+33.7% | $147,080+45.4% | $145,884+46.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 17.84% | 98.60%-80.8pp | 420.17%-402.3pp | 551.85%-534.0pp |
| Employer contribution / active EE | $54,256 | $5,286+926.5% | $4,933+999.8% | $4,662+1063.7% |
| Participant deferral / active EE | $155,600 | $8,422+1747.6% | $8,066+1829.0% | $6,690+2226.0% |
| Admin fee / account holder | $146,729 | $15,030+876.2% | $12,989+1029.7% | $13,392+995.7% |