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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 | $166,131-57.5% | $164,975-57.2% | $145,877-51.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 10.38% | 100.37%-90.0pp | 70.12%-59.7pp | 551.28%-540.9pp |
| Employer contribution / active EE | $249,591 | $5,276+4631.0% | $4,343+5647.5% | $4,663+5252.6% |
| Participant deferral / active EE | $225,564 | $6,962+3140.0% | $6,033+3638.5% | $6,691+3271.4% |
| Admin fee / account holder | $5,353 | $16,648-67.8% | $12,688-57.8% | $13,402-60.1% |