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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 | $107,666-33.9% | $102,184-30.4% | $154,746-54.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 14.42% | 29.33%-14.9pp | 31.58%-17.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $7,597 | $3,846+97.5% | $3,594+111.4% | $4,379+73.5% |
| Participant deferral / active EE | $17,634 | $8,719+102.2% | $8,309+112.2% | $6,730+162.0% |
| Admin fee / account holder | $43,059 | $12,943+232.7% | $11,609+270.9% | $14,365+199.7% |