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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 | $51,413 | $115,225-55.4% | $100,712-49.0% | $138,895-63.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.3%-69.3pp | 79.9%-79.9pp |
| Annual return | 13.96% | 40.35%-26.4pp | 33.27%-19.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $29,799 | $2,771+975.3% | $2,313+1188.5% | $4,194+610.5% |
| Participant deferral / active EE | $33,854 | $4,699+620.4% | $4,085+728.7% | $6,396+429.3% |
| Admin fee / account holder | $376 | $10,844-96.5% | $9,256-95.9% | $12,562-97.0% |