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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 | $63,590 | $142,354-55.3% | $125,529-49.3% | $155,188-59.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.7%-74.7pp | 80.8%-80.8pp |
| Annual return | 6.35% | 306.06%-299.7pp | 202.56%-196.2pp | 148.84%-142.5pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,184 | $5,491+231.2% | $4,813+277.8% | $6,531+178.4% |
| Admin fee / account holder | $75,598 | $19,392+289.8% | $16,298+363.8% | $14,480+422.1% |