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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 | $4,452 | $116,167-96.2% | $64,489-93.1% | $137,256-96.8% |
| Participation rate | 0.0% | 68.2%-68.2pp | 67.7%-67.7pp | 80.0%-80.0pp |
| Annual return | 22.60% | 36.55%-13.9pp | 55.03%-32.4pp | 220.34%-197.7pp |
| Employer contribution / active EE | $31,425 | $2,483+1165.8% | $1,523+1963.3% | $4,156+656.1% |
| Participant deferral / active EE | $87,670 | $4,215+1980.0% | $2,778+3055.7% | $6,407+1268.4% |
| Admin fee / account holder | $3,557 | $6,188-42.5% | $4,260-16.5% | $12,270-71.0% |