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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 | $110,379-67.0% | $102,412-64.5% | $145,884-75.1% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 13.95% | 24.84%-10.9pp | 24.94%-11.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $22,167 | $4,216+425.8% | $3,870+472.8% | $4,662+375.5% |
| Participant deferral / active EE | $47,129 | $5,622+738.3% | $5,060+831.4% | $6,690+604.5% |
| Admin fee / account holder | $12,911 | $9,745+32.5% | $8,388+53.9% | $13,392-3.6% |