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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 | $33,580 | $107,666-68.8% | $102,184-67.1% | $154,746-78.3% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 16.58% | 29.33%-12.7pp | 31.58%-15.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $17,317 | $3,846+350.2% | $3,594+381.9% | $4,379+295.4% |
| Participant deferral / active EE | $17,317 | $8,719+98.6% | $8,309+108.4% | $6,730+157.3% |
| Admin fee / account holder | $14,940 | $12,943+15.4% | $11,609+28.7% | $14,365+4.0% |