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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 | $56,534 | $106,247-46.8% | $96,515-41.4% | $139,466-59.5% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 13.06% | 38.47%-25.4pp | 35.73%-22.7pp | 373.66%-360.6pp |
| Employer contribution / active EE | $20,296 | $4,106+394.3% | $3,740+442.7% | $4,754+326.9% |
| Participant deferral / active EE | $55,204 | $5,456+911.9% | $4,880+1031.3% | $6,712+722.5% |
| Admin fee / account holder | $10,033 | $7,885+27.2% | $6,735+49.0% | $11,409-12.1% |