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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 | $107,809-77.6% | $97,032-75.1% | $155,188-84.4% |
| Participation rate | 0.0% | 75.5%-75.5pp | 71.6%-71.6pp | 80.8%-80.8pp |
| Annual return | 17.59% | 38.06%-20.5pp | 35.38%-17.8pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,833 | $2,911-2.7% | $2,629+7.8% | $4,248-33.3% |
| Participant deferral / active EE | $5,956 | $5,129+16.1% | $4,672+27.5% | $6,531-8.8% |
| Admin fee / account holder | $877 | $10,717-91.8% | $9,418-90.7% | $14,480-93.9% |