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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 | $46,672 | $138,312-66.3% | $122,979-62.0% | $155,188-69.9% |
| Participation rate | 0.0% | 80.2%-80.2pp | 77.2%-77.2pp | 80.8%-80.8pp |
| Annual return | 7.94% | 22.06%-14.1pp | 20.12%-12.2pp | 148.84%-140.9pp |
| Employer contribution / active EE | $19,689 | $3,530+457.7% | $3,062+542.9% | $4,248+363.5% |
| Participant deferral / active EE | $97,273 | $5,592+1639.4% | $5,003+1844.3% | $6,531+1389.4% |
| Admin fee / account holder | $225,230 | $15,089+1392.7% | $12,864+1650.8% | $14,480+1455.5% |