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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 | $34,768 | $124,980-72.2% | $108,359-67.9% | $154,746-77.5% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 13.12% | 45.00%-31.9pp | 36.89%-23.8pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $113,171 | $4,743+2286.1% | $4,137+2635.6% | $6,730+1581.5% |
| Admin fee / account holder | $69,196 | $11,502+501.6% | $9,741+610.4% | $14,365+381.7% |