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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 | $22,360 | $154,228-85.5% | $145,433-84.6% | $137,256-83.7% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 13.90% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,185 | $4,804-54.5% | $4,554-52.0% | $4,156-47.4% |
| Participant deferral / active EE | $14,526 | $8,216+76.8% | $7,897+83.9% | $6,407+126.7% |
| Admin fee / account holder | $26,056 | $14,344+81.7% | $13,129+98.5% | $12,270+112.4% |