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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 | $181,256 | $173,526+4.5% | $136,072+33.2% | $145,884+24.2% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | 14.15% | 1167.12%-1153.0pp | 580.46%-566.3pp | 551.85%-537.7pp |
| Employer contribution / active EE | $4,204 | $5,285-20.4% | $4,216-0.3% | $4,662-9.8% |
| Participant deferral / active EE | $13,973 | $8,711+60.4% | $7,028+98.8% | $6,690+108.9% |
| Admin fee / account holder | $46,133 | $9,665+377.3% | $6,718+586.7% | $13,392+244.5% |