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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 | $38,352 | $176,105-78.2% | $159,474-76.0% | $167,536-77.1% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 11.47% | 331.91%-320.4pp | 263.68%-252.2pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $18,025 | $7,751+132.5% | $7,353+145.1% | $6,342+184.2% |
| Admin fee / account holder | $13,578 | $12,559+8.1% | $10,802+25.7% | $12,315+10.3% |