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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 | $42,134 | $72,396-41.8% | $67,511-37.6% | $145,959-71.1% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 14.24% | 7194.07%-7179.8pp | 3517.41%-3503.2pp | 561.95%-547.7pp |
| Employer contribution / active EE | $18,759 | $3,071+510.9% | $2,733+586.5% | $4,661+302.5% |
| Participant deferral / active EE | $26,197 | $4,781+447.9% | $4,000+554.9% | $6,689+291.7% |
| Admin fee / account holder | $6,267 | $5,538+13.2% | $3,999+56.7% | $13,398-53.2% |