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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 | $26,127 | $111,830-76.6% | $93,696-72.1% | $145,884-82.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 14.41% | 204.08%-189.7pp | 133.74%-119.3pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $53,514 | $4,920+987.7% | $4,417+1111.6% | $6,690+699.9% |
| Admin fee / account holder | $13,945 | $10,249+36.1% | $8,287+68.3% | $13,392+4.1% |