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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 | $47,371 | $132,634-64.3% | $115,768-59.1% | $137,256-65.5% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | 12.29% | 160.70%-148.4pp | 100.46%-88.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $14,790 | $3,360+340.2% | $2,940+403.1% | $4,156+255.9% |
| Participant deferral / active EE | $44,075 | $5,619+684.5% | $4,917+796.4% | $6,407+587.9% |
| Admin fee / account holder | $52,018 | $15,028+246.1% | $12,439+318.2% | $12,270+323.9% |