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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 | $24,666 | $88,778-72.2% | $81,844-69.9% | $145,884-83.1% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 15.33% | 1033.03%-1017.7pp | 778.87%-763.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $730 | $3,087-76.4% | $2,916-75.0% | $4,662-84.3% |
| Participant deferral / active EE | $1,211 | $4,648-74.0% | $4,323-72.0% | $6,690-81.9% |
| Admin fee / account holder | $319 | $8,430-96.2% | $7,355-95.7% | $13,392-97.6% |