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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 | $30,793 | $96,643-68.1% | $86,617-64.4% | $139,456-77.9% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 12.96% | 106.57%-93.6pp | 591.91%-579.0pp | 373.45%-360.5pp |
| Employer contribution / active EE | $14,241 | $3,264+336.3% | $3,023+371.0% | $4,753+199.6% |
| Participant deferral / active EE | $29,061 | $4,835+501.0% | $4,437+555.0% | $6,711+333.0% |
| Admin fee / account holder | $27,460 | $6,406+328.7% | $5,613+389.2% | $11,407+140.7% |