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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 | $98,499 | $227,399-56.7% | $189,758-48.1% | $198,609-50.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 18.88% | 61.03%-42.1pp | 52.62%-33.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $36,032 | $5,526+552.0% | $4,767+655.9% | $5,055+612.7% |
| Participant deferral / active EE | $116,405 | $6,837+1602.6% | $5,856+1887.8% | $6,977+1568.5% |
| Admin fee / account holder | $9,814 | $25,162-61.0% | $20,388-51.9% | $19,030-48.4% |