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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 | $23,535 | $162,136-85.5% | $152,301-84.5% | $154,746-84.8% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 32.26% | 91.02%-58.8pp | 80.50%-48.2pp | 172.34%-140.1pp |
| Employer contribution / active EE | $20,005 | $4,890+309.1% | $4,624+332.6% | $4,379+356.8% |
| Participant deferral / active EE | $37,069 | $8,341+344.4% | $8,004+363.1% | $6,730+450.8% |
| Admin fee / account holder | $32,600 | $15,759+106.9% | $14,398+126.4% | $14,365+126.9% |