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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 | $7,009 | $99,053-92.9% | $88,179-92.1% | $138,895-95.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.1%-69.1pp | 79.9%-79.9pp |
| Annual return | 22.10% | 78.17%-56.1pp | 64.97%-42.9pp | 145.39%-123.3pp |
| Employer contribution / active EE | $6,853 | $2,882+137.8% | $2,549+168.8% | $4,194+63.4% |
| Participant deferral / active EE | $7,845 | $5,225+50.1% | $4,614+70.0% | $6,396+22.7% |
| Admin fee / account holder | $449 | $8,748-94.9% | $7,673-94.1% | $12,562-96.4% |