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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 | $42,098 | $168,626-75.0% | $133,698-68.5% | $145,897-71.1% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | 13.55% | 1168.99%-1155.4pp | 580.90%-567.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $11,761 | $5,290+122.3% | $4,218+178.9% | $4,663+152.2% |
| Participant deferral / active EE | $23,000 | $8,688+164.7% | $7,016+227.8% | $6,689+243.8% |
| Admin fee / account holder | $1,235 | $9,638-87.2% | $6,703-81.6% | $13,390-90.8% |