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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 | $182,709 | $72,446+152.2% | $67,561+170.4% | $145,877+25.2% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 13.48% | 7211.98%-7198.5pp | 3525.44%-3512.0pp | 551.28%-537.8pp |
| Employer contribution / active EE | $9,679 | $3,072+215.0% | $2,735+253.9% | $4,663+107.6% |
| Participant deferral / active EE | $23,888 | $4,785+399.3% | $4,003+496.8% | $6,691+257.0% |
| Admin fee / account holder | $34,647 | $5,541+525.3% | $4,006+765.0% | $13,402+158.5% |