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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 | $57,322 | $110,379-48.1% | $102,412-44.0% | $145,884-60.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 14.97% | 24.84%-9.9pp | 24.94%-10.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $114,908 | $4,216+2625.4% | $3,870+2869.3% | $4,662+2364.6% |
| Participant deferral / active EE | $460,424 | $5,622+8090.1% | $5,060+8998.9% | $6,690+6782.7% |
| Admin fee / account holder | $108,700 | $9,745+1015.5% | $8,388+1196.0% | $13,392+711.7% |