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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 | $70,699 | $105,931-33.3% | $81,930-13.7% | $158,931-55.5% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.0%-72.0pp | 82.0%-82.0pp |
| Annual return | 9.24% | 38.17%-28.9pp | 29.49%-20.3pp | 302.86%-293.6pp |
| Employer contribution / active EE | $5,446 | $7,800-30.2% | $4,310+26.4% | $4,761+14.4% |
| Participant deferral / active EE | $17,271 | $13,003+32.8% | $7,107+143.0% | $5,982+188.7% |
| Admin fee / account holder | $21,686 | $8,489+155.5% | $5,158+320.4% | $11,247+92.8% |