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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 | $71,135 | $135,905-47.7% | $126,068-43.6% | $198,609-64.2% |
| Participation rate | 0.0% | 85.6%-85.6pp | 84.7%-84.7pp | 82.4%-82.4pp |
| Annual return | 14.42% | 14.07%+0.4pp | 15.01%-0.6pp | 202.70%-188.3pp |
| Employer contribution / active EE | $7,597 | $4,245+79.0% | $3,968+91.5% | $5,055+50.3% |
| Participant deferral / active EE | $17,634 | $8,523+106.9% | $8,214+114.7% | $6,977+152.8% |
| Admin fee / account holder | $43,059 | $21,036+104.7% | $18,264+135.8% | $19,030+126.3% |