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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 | $41,770 | $129,737-67.8% | $119,126-64.9% | $154,746-73.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 11.90% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,300 | $11,961-39.0% | $10,693-31.7% | $14,365-49.2% |