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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 | $100,970-29.5% | $96,576-26.3% | $137,256-48.2% |
| Participation rate | 0.0% | 82.6%-82.6pp | 81.4%-81.4pp | 80.0%-80.0pp |
| Annual return | 14.42% | 38.16%-23.7pp | 38.47%-24.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $7,597 | $3,809+99.4% | $3,553+113.8% | $4,156+82.8% |
| Participant deferral / active EE | $17,634 | $8,286+112.8% | $7,956+121.6% | $6,407+175.2% |
| Admin fee / account holder | $43,059 | $11,312+280.7% | $11,381+278.3% | $12,270+250.9% |