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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 | $132,099-45.6% | $115,599-37.8% | $138,895-48.3% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.3%-74.3pp | 79.9%-79.9pp |
| Annual return | 9.43% | 176.76%-167.3pp | 111.10%-101.7pp | 145.39%-136.0pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $78,706 | $5,617+1301.2% | $4,889+1509.7% | $6,396+1130.5% |
| Admin fee / account holder | $39,894 | $15,650+154.9% | $12,841+210.7% | $12,562+217.6% |