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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 | $72,403-41.8% | $67,524-37.6% | $145,978-71.1% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 14.24% | 7197.23%-7183.0pp | 3519.41%-3505.2pp | 550.52%-536.3pp |
| Employer contribution / active EE | $18,759 | $3,072+510.7% | $2,734+586.2% | $4,662+302.4% |
| Participant deferral / active EE | $26,197 | $4,782+447.8% | $4,001+554.7% | $6,690+291.6% |
| Admin fee / account holder | $6,267 | $5,541+13.1% | $4,001+56.6% | $13,400-53.2% |