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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 | $34,405 | $90,691-62.1% | $76,119-54.8% | $145,884-76.4% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 13.72% | 624.52%-610.8pp | 361.25%-347.5pp | 551.85%-538.1pp |
| Employer contribution / active EE | $5,845 | $3,329+75.6% | $2,693+117.1% | $4,662+25.4% |
| Participant deferral / active EE | $19,656 | $5,167+280.4% | $4,259+361.5% | $6,690+193.8% |
| Admin fee / account holder | $3,127 | $8,383-62.7% | $6,421-51.3% | $13,392-76.6% |