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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 | $95,272 | $156,398-39.1% | $147,318-35.3% | $138,895-31.4% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 15.48% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,570 | $4,853-67.6% | $4,593-65.8% | $4,194-62.6% |
| Participant deferral / active EE | $4,616 | $8,237-44.0% | $7,906-41.6% | $6,396-27.8% |
| Admin fee / account holder | $13,635 | $14,976-9.0% | $13,708-0.5% | $12,562+8.5% |