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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 | $30,517 | $109,863-72.2% | $98,477-69.0% | $167,518-81.8% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 16.33% | 1958.09%-1941.8pp | 1493.59%-1477.3pp | 478.71%-462.4pp |
| Employer contribution / active EE | $29,181 | $3,225+804.8% | $2,961+885.6% | $4,838+503.1% |
| Participant deferral / active EE | $57,102 | $4,673+1121.9% | $4,276+1235.3% | $6,342+800.4% |
| Admin fee / account holder | $2,773 | $6,755-59.0% | $5,951-53.4% | $12,312-77.5% |