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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 | $20,532 | $110,240-81.4% | $96,544-78.7% | $139,487-85.3% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 11.21% | 26.41%-15.2pp | 25.88%-14.7pp | 373.84%-362.6pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $20,772 | $5,549+274.3% | $4,851+328.2% | $6,713+209.4% |
| Admin fee / account holder | $135,218 | $11,602+1065.4% | $8,254+1538.1% | $11,407+1085.4% |