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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 | $31,564 | $165,381-80.9% | $149,730-78.9% | $158,966-80.1% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 21.86% | 348.29%-326.4pp | 276.70%-254.8pp | 302.95%-281.1pp |
| Employer contribution / active EE | $2,056 | $5,104-59.7% | $4,645-55.7% | $4,762-56.8% |
| Participant deferral / active EE | $16,468 | $7,182+129.3% | $6,843+140.7% | $5,983+175.2% |
| Admin fee / account holder | $360 | $10,809-96.7% | $9,310-96.1% | $11,250-96.8% |