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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 | $54,934 | $183,592-70.1% | $155,567-64.7% | $145,959-62.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.11% | 61.24%-52.1pp | 64.74%-55.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $3,944 | $5,315-25.8% | $4,674-15.6% | $4,661-15.4% |
| Participant deferral / active EE | $15,835 | $6,464+145.0% | $5,628+181.4% | $6,689+136.7% |
| Admin fee / account holder | $15,717 | $19,318-18.6% | $15,916-1.3% | $13,398+17.3% |