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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 | $117,477 | $84,741+38.6% | $75,731+55.1% | $167,553-29.9% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.8%-74.8pp | 82.1%-82.1pp |
| Annual return | 11.65% | 199.72%-188.1pp | 104.65%-93.0pp | 478.89%-467.2pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $15,342 | $5,361+186.2% | $3,620+323.8% | $12,316+24.6% |