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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 | $16,737 | $123,155-86.4% | $108,753-84.6% | $155,188-89.2% |
| Participation rate | 0.0% | 75.6%-75.6pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 15.87% | 44.73%-28.9pp | 37.47%-21.6pp | 148.84%-133.0pp |
| Employer contribution / active EE | $3,055 | $2,811+8.7% | $2,427+25.9% | $4,248-28.1% |
| Participant deferral / active EE | $1,980 | $4,623-57.2% | $4,115-51.9% | $6,531-69.7% |
| Admin fee / account holder | $4,312 | $12,126-64.4% | $10,320-58.2% | $14,480-70.2% |