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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 | $83,375 | $124,330-32.9% | $109,173-23.6% | $167,536-50.2% |
| Participation rate | 0.0% | 79.5%-79.5pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 16.05% | 26.04%-10.0pp | 25.75%-9.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $92,065 | $4,209+2087.2% | $3,723+2373.0% | $4,839+1802.5% |
| Participant deferral / active EE | $366,788 | $5,256+6877.9% | $4,654+7781.4% | $6,342+5683.2% |
| Admin fee / account holder | $233,448 | $7,974+2827.6% | $6,755+3356.0% | $12,315+1795.7% |