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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 | $36,379 | $111,814-67.5% | $103,378-64.8% | $145,978-75.1% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 13.95% | 24.80%-10.9pp | 24.91%-11.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $22,167 | $4,215+425.9% | $3,870+472.7% | $4,662+375.5% |
| Participant deferral / active EE | $47,129 | $5,618+738.9% | $5,058+831.8% | $6,690+604.5% |
| Admin fee / account holder | $12,911 | $9,764+32.2% | $8,401+53.7% | $13,400-3.6% |