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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 | $52,703 | $108,942-51.6% | $100,415-47.5% | $145,897-63.9% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 12.45% | 58.27%-45.8pp | 49.47%-37.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $26,600 | $4,422+501.5% | $3,943+574.6% | $4,663+470.5% |
| Participant deferral / active EE | $26,600 | $8,461+214.4% | $8,091+228.8% | $6,689+297.7% |
| Admin fee / account holder | $3,040 | $9,702-68.7% | $7,906-61.5% | $13,390-77.3% |