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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 | $62,069 | $192,829-67.8% | $142,516-56.4% | $139,466-55.5% |
| Participation rate | 0.0% | 81.4%-81.4pp | 76.8%-76.8pp | 80.3%-80.3pp |
| Annual return | 11.42% | 17.99%-6.6pp | 19.99%-8.6pp | 373.66%-362.2pp |
| Employer contribution / active EE | $25,470 | $5,808+338.5% | $4,849+425.3% | $4,754+435.8% |
| Participant deferral / active EE | $23,522 | $7,200+226.7% | $6,280+274.6% | $6,712+250.4% |
| Admin fee / account holder | $7,103 | $15,120-53.0% | $10,008-29.0% | $11,409-37.7% |