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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 | $158,762 | $227,399-30.2% | $189,758-16.3% | $198,609-20.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 12.47% | 61.03%-48.6pp | 52.62%-40.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $2,211 | $5,526-60.0% | $4,767-53.6% | $5,055-56.3% |
| Participant deferral / active EE | $20,667 | $6,837+202.3% | $5,856+252.9% | $6,977+196.2% |
| Admin fee / account holder | $5,436 | $25,162-78.4% | $20,388-73.3% | $19,030-71.4% |