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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 | $39,605 | $168,636-76.5% | $147,618-73.2% | $125,388-68.4% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | -0.26% | 77.65%-77.9pp | 61.98%-62.2pp | 282.24%-282.5pp |
| Employer contribution / active EE | $24,068 | $6,252+284.9% | $5,565+332.5% | $4,866+394.6% |
| Participant deferral / active EE | $11,367 | $5,507+106.4% | $4,895+132.2% | $5,352+112.4% |
| Admin fee / account holder | $5,534 | $13,580-59.2% | $11,612-52.3% | $9,541-42.0% |