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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 | $58,375 | $124,980-53.3% | $108,359-46.1% | $154,746-62.3% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 15.81% | 45.00%-29.2pp | 36.89%-21.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $8,839 | $2,851+210.1% | $2,399+268.4% | $4,379+101.8% |
| Participant deferral / active EE | $44,087 | $4,743+829.5% | $4,137+965.7% | $6,730+555.1% |
| Admin fee / account holder | $44,453 | $11,502+286.5% | $9,741+356.4% | $14,365+209.4% |