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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 | $50,552 | $97,125-48.0% | $86,233-41.4% | $137,256-63.2% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 17.67% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $244,459 | $2,841+8503.8% | $2,504+9661.4% | $4,156+5782.0% |
| Participant deferral / active EE | $324,630 | $5,180+6167.4% | $4,559+7020.5% | $6,407+4967.0% |
| Admin fee / account holder | $54,864 | $9,725+464.2% | $8,342+557.7% | $12,270+347.1% |