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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 | $11,503 | $88,815-87.0% | $81,882-86.0% | $145,897-92.1% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 833.29% | 1033.75%-200.5pp | 779.47%+53.8pp | 552.29%+281.0pp |
| Employer contribution / active EE | $11,826 | $3,086+283.2% | $2,916+305.5% | $4,663+153.6% |
| Participant deferral / active EE | $19,817 | $4,647+326.4% | $4,323+358.4% | $6,689+196.2% |
| Admin fee / account holder | $905 | $8,434-89.3% | $7,360-87.7% | $13,390-93.2% |