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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 | $47,255 | $68,097-30.6% | $62,929-24.9% | $137,256-65.6% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 27.94% | 1859.11%-1831.2pp | 1063.93%-1036.0pp | 220.34%-192.4pp |
| Employer contribution / active EE | $66,528 | $2,811+2266.6% | $2,505+2556.3% | $4,156+1500.8% |
| Participant deferral / active EE | $115,909 | $4,553+2446.0% | $3,888+2881.0% | $6,407+1709.2% |
| Admin fee / account holder | $7,284 | $6,521+11.7% | $5,065+43.8% | $12,270-40.6% |