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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 | $69,637 | $108,212-35.6% | $77,513-10.2% | $158,966-56.2% |
| Participation rate | 0.0% | 64.4%-64.4pp | 54.2%-54.2pp | 82.0%-82.0pp |
| Annual return | 13.37% | 31.67%-18.3pp | 54.81%-41.4pp | 302.95%-289.6pp |
| Employer contribution / active EE | $7,401 | $1,325+458.6% | $987+650.1% | $4,762+55.4% |
| Participant deferral / active EE | $12,373 | $2,455+403.9% | $1,861+564.8% | $5,983+106.8% |
| Admin fee / account holder | $3,961 | $3,709+6.8% | $2,859+38.5% | $11,250-64.8% |