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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 | $68,097-19.9% | $62,929-13.3% | $137,256-60.2% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 11.53% | 1859.11%-1847.6pp | 1063.93%-1052.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $4,243 | $2,811+50.9% | $2,505+69.4% | $4,156+2.1% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,409 | $6,521+44.3% | $5,065+85.8% | $12,270-23.3% |