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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 | $181,062-88.6% | $158,223-87.0% | $155,188-86.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 14.18% | 57.39%-43.2pp | 52.09%-37.9pp | 148.84%-134.7pp |
| Employer contribution / active EE | $17,601 | $4,565+285.6% | $4,109+328.4% | $4,248+314.4% |
| Participant deferral / active EE | $59,624 | $6,134+872.0% | $5,467+990.6% | $6,531+812.9% |
| Admin fee / account holder | $1,826 | $18,825-90.3% | $16,047-88.6% | $14,480-87.4% |