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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 | $102,238 | $125,237-18.4% | $105,608-3.2% | $145,877-29.9% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 11.11% | 225.76%-214.7pp | 116.50%-105.4pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,297 | $3,720-38.3% | $3,167-27.5% | $4,663-50.7% |
| Participant deferral / active EE | $8,311 | $5,711+45.5% | $5,010+65.9% | $6,691+24.2% |
| Admin fee / account holder | $28,643 | $17,287+65.7% | $11,028+159.7% | $13,402+113.7% |