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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 | $20,611 | $174,379-88.2% | $152,093-86.4% | $138,895-85.2% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 14.18% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $17,601 | $4,652+278.4% | $4,175+321.6% | $4,194+319.6% |
| Participant deferral / active EE | $59,624 | $6,159+868.1% | $5,451+993.7% | $6,396+832.2% |
| Admin fee / account holder | $1,826 | $16,880-89.2% | $14,497-87.4% | $12,562-85.5% |