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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 | $32,957 | $69,118-52.3% | $53,647-38.6% | $138,895-76.3% |
| Participation rate | 0.0% | 64.0%-64.0pp | 56.3%-56.3pp | 79.9%-79.9pp |
| Annual return | 16.05% | 248.26%-232.2pp | 358.33%-342.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $12,706 | $1,189+968.2% | $962+1220.7% | $4,194+202.9% |
| Participant deferral / active EE | $30,206 | $2,274+1228.3% | $1,813+1565.9% | $6,396+372.2% |
| Admin fee / account holder | $14,824 | $2,724+444.2% | $2,460+502.6% | $12,562+18.0% |