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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 | $24,197 | $108,882-77.8% | $96,754-75.0% | $154,746-84.4% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 17.59% | 98.39%-80.8pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,833 | $3,018-6.1% | $2,679+5.7% | $4,379-35.3% |
| Participant deferral / active EE | $5,956 | $5,323+11.9% | $4,758+25.2% | $6,730-11.5% |
| Admin fee / account holder | $877 | $10,200-91.4% | $8,905-90.2% | $14,365-93.9% |