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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 | $185,312-14.3% | $161,489-1.7% | $154,746+2.6% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 12.47% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,211 | $4,769-53.6% | $4,268-48.2% | $4,379-49.5% |
| Participant deferral / active EE | $20,667 | $6,350+225.5% | $5,630+267.1% | $6,730+207.1% |
| Admin fee / account holder | $5,436 | $18,654-70.9% | $16,006-66.0% | $14,365-62.2% |