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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 | $159,978-82.1% | $147,041-80.5% | $145,978-80.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.11% | 98.36%-82.3pp | 419.21%-403.1pp | 550.52%-534.4pp |
| Employer contribution / active EE | $27,965 | $5,288+428.8% | $4,935+466.7% | $4,662+499.9% |
| Participant deferral / active EE | $150,080 | $8,429+1680.6% | $8,071+1759.5% | $6,690+2143.5% |
| Admin fee / account holder | $6,254 | $15,053-58.5% | $13,006-51.9% | $13,400-53.3% |