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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 | $71,859 | $139,948-48.7% | $121,663-40.9% | $154,746-53.6% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | 9.43% | 230.52%-221.1pp | 147.54%-138.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $78,706 | $5,629+1298.3% | $4,887+1510.5% | $6,730+1069.4% |
| Admin fee / account holder | $39,894 | $17,321+130.3% | $14,289+179.2% | $14,365+177.7% |