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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 | $124,980-86.6% | $108,359-84.6% | $154,746-89.2% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 15.87% | 45.00%-29.1pp | 36.89%-21.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,055 | $2,851+7.2% | $2,399+27.3% | $4,379-30.2% |
| Participant deferral / active EE | $1,980 | $4,743-58.3% | $4,137-52.1% | $6,730-70.6% |
| Admin fee / account holder | $4,312 | $11,502-62.5% | $9,741-55.7% | $14,365-70.0% |