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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 | $71,135 | $97,289-26.9% | $92,805-23.4% | $155,188-54.2% |
| Participation rate | 0.0% | 84.2%-84.2pp | 83.5%-83.5pp | 80.8%-80.8pp |
| Annual return | 14.42% | 29.03%-14.6pp | 31.59%-17.2pp | 148.84%-134.4pp |
| Employer contribution / active EE | $7,597 | $3,632+109.2% | $3,424+121.9% | $4,248+78.8% |
| Participant deferral / active EE | $17,634 | $8,795+100.5% | $8,448+108.7% | $6,531+170.0% |
| Admin fee / account holder | $43,059 | $12,015+258.4% | $10,911+294.7% | $14,480+197.4% |