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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 | $37,308 | $88,702-57.9% | $81,780-54.4% | $145,978-74.4% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 11.12% | 1029.12%-1018.0pp | 776.27%-765.1pp | 550.52%-539.4pp |
| Employer contribution / active EE | $66,280 | $3,084+2048.9% | $2,914+2174.6% | $4,662+1321.8% |
| Participant deferral / active EE | $4,099 | $4,645-11.8% | $4,321-5.1% | $6,690-38.7% |
| Admin fee / account holder | $31,292 | $8,414+271.9% | $7,384+323.8% | $13,400+133.5% |