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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 | $133,102 | $154,228-13.7% | $145,433-8.5% | $137,256-3.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 16.40% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $127,169 | $4,804+2547.2% | $4,554+2692.2% | $4,156+2959.9% |
| Participant deferral / active EE | $557,722 | $8,216+6687.9% | $7,897+6962.1% | $6,407+8605.2% |
| Admin fee / account holder | $5,976 | $14,344-58.3% | $13,129-54.5% | $12,270-51.3% |