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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 | $37,589 | $154,159-75.6% | $130,026-71.1% | $139,456-73.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 13.45% | 32.50%-19.1pp | -137.26%+150.7pp | 373.45%-360.0pp |
| Employer contribution / active EE | $22,708 | $5,292+329.1% | $4,321+425.5% | $4,753+377.8% |
| Participant deferral / active EE | $43,853 | $6,710+553.6% | $5,821+653.4% | $6,711+553.4% |
| Admin fee / account holder | $25,599 | $14,001+82.8% | $10,608+141.3% | $11,407+124.4% |