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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 | $63,555 | $159,934-60.3% | $147,005-56.8% | $145,959-56.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 12.87% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $48,701 | $5,287+821.1% | $4,934+887.0% | $4,661+944.9% |
| Participant deferral / active EE | $6,822 | $8,427-19.0% | $8,070-15.5% | $6,689+2.0% |
| Admin fee / account holder | $34,118 | $15,053+126.7% | $13,006+162.3% | $13,398+154.7% |