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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 | $47,367 | $183,592-74.2% | $155,574-69.6% | $145,877-67.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.16% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $4,000 | $5,317-24.8% | $4,676-14.5% | $4,663-14.2% |
| Participant deferral / active EE | $37,611 | $6,466+481.7% | $5,629+568.1% | $6,691+462.2% |
| Admin fee / account holder | $238,741 | $19,316+1136.0% | $15,914+1400.2% | $13,402+1681.4% |