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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 | $102,609-30.7% | $98,090-27.5% | $138,895-48.8% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 14.42% | 36.44%-22.0pp | 37.05%-22.6pp | 145.39%-131.0pp |
| Employer contribution / active EE | $7,597 | $3,867+96.4% | $3,606+110.7% | $4,194+81.1% |
| Participant deferral / active EE | $17,634 | $8,167+115.9% | $7,845+124.8% | $6,396+175.7% |
| Admin fee / account holder | $43,059 | $11,434+276.6% | $11,815+264.4% | $12,562+242.8% |