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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 | $25,356 | $154,228-83.6% | $145,433-82.6% | $137,256-81.5% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 16.95% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $19,460 | $4,804+305.1% | $4,554+327.3% | $4,156+368.2% |
| Participant deferral / active EE | $40,853 | $8,216+397.2% | $7,897+417.3% | $6,407+537.7% |
| Admin fee / account holder | $12,635 | $14,344-11.9% | $13,129-3.8% | $12,270+3.0% |