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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 | $56,796 | $172,111-67.0% | $150,298-62.2% | $137,256-58.6% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 15.68% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $16,473 | $4,636+255.3% | $4,154+296.5% | $4,156+296.4% |
| Participant deferral / active EE | $25,027 | $6,166+305.9% | $5,453+359.0% | $6,407+290.6% |
| Admin fee / account holder | $1,860 | $16,471-88.7% | $14,116-86.8% | $12,270-84.8% |