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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 | $49,008 | $180,749-72.9% | $160,784-69.5% | $137,256-64.3% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | 16.11% | 2234.46%-2218.4pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $74,449 | $4,155+1691.7% | $3,733+1894.5% | $4,156+1691.4% |
| Participant deferral / active EE | $181,587 | $6,844+2553.1% | $6,293+2785.6% | $6,407+2734.3% |
| Admin fee / account holder | $9,899 | $10,397-4.8% | $9,717+1.9% | $12,270-19.3% |