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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 | $45,057 | $160,040-71.8% | $147,096-69.4% | $145,877-69.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 15.30% | 98.49%-83.2pp | 419.75%-404.4pp | 551.28%-536.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $59,088 | $8,429+601.0% | $8,071+632.1% | $6,691+783.2% |
| Admin fee / account holder | $39,608 | $15,050+163.2% | $13,005+204.6% | $13,402+195.5% |