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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 | $50,611 | $123,155-58.9% | $108,753-53.5% | $155,188-67.4% |
| Participation rate | 0.0% | 75.6%-75.6pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 8.34% | 44.73%-36.4pp | 37.47%-29.1pp | 148.84%-140.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,428 | $4,623+82.3% | $4,115+104.8% | $6,531+29.0% |
| Admin fee / account holder | $36,948 | $12,126+204.7% | $10,320+258.0% | $14,480+155.2% |