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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 | $23,626 | $127,779-81.5% | $106,551-77.8% | $167,518-85.9% |
| Participation rate | 0.0% | 78.3%-78.3pp | 76.1%-76.1pp | 82.1%-82.1pp |
| Annual return | 10.81% | 33.87%-23.1pp | 26.80%-16.0pp | 478.71%-467.9pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,400 | $11,228+1.5% | $7,408+53.9% | $12,312-7.4% |