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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 | $51,705 | $181,062-71.4% | $158,223-67.3% | $155,188-66.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 12.74% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.1pp |
| Employer contribution / active EE | $2,369 | $4,565-48.1% | $4,109-42.3% | $4,248-44.2% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,797 | $18,825-69.2% | $16,047-63.9% | $14,480-60.0% |