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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 | $142,354-49.5% | $125,529-42.8% | $155,188-53.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.7%-74.7pp | 80.8%-80.8pp |
| Annual return | 9.43% | 306.06%-296.6pp | 202.56%-193.1pp | 148.84%-139.4pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $78,706 | $5,491+1333.4% | $4,813+1535.4% | $6,531+1105.1% |
| Admin fee / account holder | $39,894 | $19,392+105.7% | $16,298+144.8% | $14,480+175.5% |