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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 | $203,959 | $160,040+27.4% | $147,096+38.7% | $145,877+39.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 22.53% | 98.49%-76.0pp | 419.75%-397.2pp | 551.28%-528.8pp |
| Employer contribution / active EE | $126,835 | $5,289+2297.9% | $4,936+2469.6% | $4,663+2620.1% |
| Participant deferral / active EE | $1,098,781 | $8,429+12936.0% | $8,071+13513.8% | $6,691+16322.9% |
| Admin fee / account holder | $22,218 | $15,050+47.6% | $13,005+70.8% | $13,402+65.8% |