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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 | $166,020-57.4% | $164,866-57.1% | $145,959-51.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 10.38% | 100.08%-89.7pp | 69.97%-59.6pp | 561.95%-551.6pp |
| Employer contribution / active EE | $249,591 | $5,275+4631.9% | $4,343+5647.4% | $4,661+5255.1% |
| Participant deferral / active EE | $225,564 | $6,961+3140.5% | $6,033+3638.9% | $6,689+3272.4% |
| Admin fee / account holder | $5,353 | $16,644-67.8% | $12,689-57.8% | $13,398-60.0% |