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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 | $25,533 | $97,125-73.7% | $86,233-70.4% | $137,256-81.4% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 18.30% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $7,083 | $2,841+149.3% | $2,504+182.8% | $4,156+70.4% |
| Participant deferral / active EE | $14,706 | $5,180+183.9% | $4,559+222.6% | $6,407+129.5% |
| Admin fee / account holder | $2,373 | $9,725-75.6% | $8,342-71.6% | $12,270-80.7% |