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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 | $38,511 | $124,425-69.0% | $112,040-65.6% | $137,256-71.9% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 11.29% | 24.72%-13.4pp | 24.52%-13.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $105,976 | $3,411+3006.5% | $2,954+3487.6% | $4,156+2449.9% |
| Participant deferral / active EE | $126,073 | $5,718+2104.7% | $5,098+2373.2% | $6,407+1867.8% |
| Admin fee / account holder | $277,196 | $15,207+1722.9% | $12,098+2191.2% | $12,270+2159.1% |