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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 | $156,398-85.0% | $147,318-84.0% | $138,895-83.1% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 32.26% | 78.75%-46.5pp | 70.43%-38.2pp | 145.39%-113.1pp |
| Employer contribution / active EE | $20,005 | $4,853+312.2% | $4,593+335.6% | $4,194+377.0% |
| Participant deferral / active EE | $37,069 | $8,237+350.0% | $7,906+368.9% | $6,396+479.5% |
| Admin fee / account holder | $32,600 | $14,976+117.7% | $13,708+137.8% | $12,562+159.5% |