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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 | $180,113 | $154,228+16.8% | $145,433+23.8% | $137,256+31.2% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 16.52% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $11,298 | $4,804+135.2% | $4,554+148.1% | $4,156+171.8% |
| Participant deferral / active EE | $62,669 | $8,216+662.7% | $7,897+693.5% | $6,407+878.2% |
| Admin fee / account holder | $4,696 | $14,344-67.3% | $13,129-64.2% | $12,270-61.7% |