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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 | $31,492 | $110,286-71.4% | $96,569-67.4% | $139,427-77.4% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 11.16% | 26.39%-15.2pp | 25.87%-14.7pp | 373.27%-362.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,546-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $743,166 | $11,592+6310.9% | $8,251+8906.7% | $11,404+6416.6% |