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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 | $16,666 | $100,073-83.3% | $85,126-80.4% | $145,877-88.6% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 9.87% | 84.11%-74.2pp | 66.63%-56.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $7,004 | $3,236+116.4% | $2,731+156.4% | $4,663+50.2% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $428 | $7,261-94.1% | $6,160-93.0% | $13,402-96.8% |