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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 | $19,358 | $100,203-80.7% | $85,240-77.3% | $145,897-86.7% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 12.05% | 84.28%-72.2pp | 66.75%-54.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,410 | $3,242-56.5% | $2,735-48.5% | $4,663-69.8% |
| Participant deferral / active EE | $1,678 | $5,299-68.3% | $4,527-62.9% | $6,689-74.9% |
| Admin fee / account holder | $5,866 | $7,265-19.3% | $6,165-4.8% | $13,390-56.2% |