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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 | $70,657 | $166,268-57.5% | $165,100-57.2% | $145,897-51.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 10.38% | 100.52%-90.1pp | 70.21%-59.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $249,591 | $5,284+4623.6% | $4,348+5640.3% | $4,663+5253.0% |
| Participant deferral / active EE | $225,564 | $6,964+3138.8% | $6,035+3637.4% | $6,689+3272.0% |
| Admin fee / account holder | $5,353 | $16,659-67.9% | $12,696-57.8% | $13,390-60.0% |