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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 | $28,674 | $160,070-82.1% | $147,117-80.5% | $145,897-80.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.11% | 98.69%-82.6pp | 420.54%-404.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $27,965 | $5,285+429.2% | $4,932+466.9% | $4,663+499.8% |
| Participant deferral / active EE | $150,080 | $8,419+1682.6% | $8,065+1761.0% | $6,689+2143.6% |
| Admin fee / account holder | $6,254 | $15,035-58.4% | $12,993-51.9% | $13,390-53.3% |