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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 | $30,544 | $226,105-86.5% | $182,540-83.3% | $152,897-80.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 24.06% | 192.58%-168.5pp | 148.58%-124.5pp | 345.43%-321.4pp |
| Employer contribution / active EE | $27,580 | $4,978+454.0% | $4,076+576.7% | $4,764+479.0% |
| Participant deferral / active EE | $35,899 | $6,370+463.6% | $5,525+549.7% | $5,851+513.6% |
| Admin fee / account holder | $3,323 | $10,706-69.0% | $8,593-61.3% | $11,599-71.3% |