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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 | $108,882-76.5% | $96,754-73.6% | $154,746-83.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 18.30% | 98.39%-80.1pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $7,083 | $3,018+134.7% | $2,679+164.4% | $4,379+61.7% |
| Participant deferral / active EE | $14,706 | $5,323+176.3% | $4,758+209.1% | $6,730+118.5% |
| Admin fee / account holder | $2,373 | $10,200-76.7% | $8,905-73.4% | $14,365-83.5% |