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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 | $13,039 | $77,419-83.2% | $69,461-81.2% | $152,885-91.5% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 12.80% | 39.07%-26.3pp | 28.97%-16.2pp | 345.39%-332.6pp |
| Employer contribution / active EE | $2,761 | $3,315-16.7% | $2,779-0.7% | $4,763-42.0% |
| Participant deferral / active EE | $6,411 | $4,414+45.3% | $3,536+81.3% | $5,851+9.6% |
| Admin fee / account holder | $322 | $6,207-94.8% | $3,840-91.6% | $11,598-97.2% |