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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 | $26,561 | $160,028-83.4% | $147,080-81.9% | $145,884-81.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.46% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $20,222 | $5,286+282.6% | $4,933+309.9% | $4,662+333.7% |
| Participant deferral / active EE | $45,001 | $8,422+434.3% | $8,066+457.9% | $6,690+572.7% |
| Admin fee / account holder | $58,637 | $15,030+290.1% | $12,989+351.4% | $13,392+337.9% |