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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 | $14,850 | $211,239-93.0% | $178,528-91.7% | $145,877-89.8% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 8.81% | 30.22%-21.4pp | 27.11%-18.3pp | 551.28%-542.5pp |
| Employer contribution / active EE | $14,988 | $4,570+228.0% | $3,950+279.4% | $4,663+221.4% |
| Participant deferral / active EE | $27,502 | $6,963+295.0% | $6,278+338.0% | $6,691+311.1% |
| Admin fee / account holder | $12,116 | $12,095+0.2% | $10,419+16.3% | $13,402-9.6% |