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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 | $107,014 | $107,733-0.7% | $92,985+15.1% | $154,746-30.8% |
| Participation rate | 0.0% | 74.6%-74.6pp | 69.5%-69.5pp | 80.7%-80.7pp |
| Annual return | 16.52% | 30.39%-13.9pp | 27.99%-11.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $524,582 | $11,369+4514.1% | $9,463+5443.4% | $14,365+3551.7% |