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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 | $40,692 | $100,938-59.7% | $90,461-55.0% | $158,982-74.4% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 16.07% | 1727.20%-1711.1pp | 1294.76%-1278.7pp | 302.99%-286.9pp |
| Employer contribution / active EE | $2,586 | $3,691-29.9% | $3,264-20.8% | $4,763-45.7% |
| Participant deferral / active EE | $7,832 | $4,350+80.1% | $3,964+97.6% | $5,983+30.9% |
| Admin fee / account holder | $42,789 | $6,510+557.3% | $5,617+661.8% | $11,252+280.3% |