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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 | $127,404 | $106,008+20.2% | $92,240+38.1% | $147,586-13.7% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 16.15% | 50.05%-33.9pp | 176.29%-160.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $42,988 | $4,333+892.0% | $3,680+1068.3% | $4,876+781.6% |
| Participant deferral / active EE | $110,244 | $4,478+2361.7% | $3,897+2728.9% | $5,439+1927.0% |
| Admin fee / account holder | $6,636 | $6,333+4.8% | $5,194+27.8% | $10,886-39.0% |