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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 | $124,980-58.9% | $108,359-52.6% | $154,746-66.8% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 13.96% | 45.00%-31.0pp | 36.89%-22.9pp | 172.34%-158.4pp |
| Employer contribution / active EE | $29,799 | $2,851+945.4% | $2,399+1141.9% | $4,379+580.5% |
| Participant deferral / active EE | $33,854 | $4,743+613.8% | $4,137+718.3% | $6,730+403.0% |
| Admin fee / account holder | $376 | $11,502-96.7% | $9,741-96.1% | $14,365-97.4% |