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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 | $54,561 | $76,368-28.6% | $67,681-19.4% | $154,746-64.7% |
| Participation rate | 0.0% | 79.0%-79.0pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | 11.53% | 1066.77%-1055.2pp | 590.58%-579.1pp | 172.34%-160.8pp |
| Employer contribution / active EE | $4,243 | $3,151+34.6% | $2,678+58.4% | $4,379-3.1% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,409 | $8,559+9.9% | $6,100+54.3% | $14,365-34.5% |