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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 | $40,988 | $162,136-74.7% | $152,301-73.1% | $154,746-73.5% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 17.11% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $15,617 | $4,890+219.3% | $4,624+237.7% | $4,379+256.6% |
| Participant deferral / active EE | $26,041 | $8,341+212.2% | $8,004+225.4% | $6,730+286.9% |
| Admin fee / account holder | $24,596 | $15,759+56.1% | $14,398+70.8% | $14,365+71.2% |