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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 | $38,142 | $166,131-77.0% | $164,975-76.9% | $145,877-73.9% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 12.98% | 100.37%-87.4pp | 70.12%-57.1pp | 551.28%-538.3pp |
| Employer contribution / active EE | $13,800 | $5,276+161.6% | $4,343+217.8% | $4,663+196.0% |
| Participant deferral / active EE | $38,399 | $6,962+451.6% | $6,033+536.4% | $6,691+473.9% |
| Admin fee / account holder | $9,652 | $16,648-42.0% | $12,688-23.9% | $13,402-28.0% |