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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 | $72,465-41.9% | $67,575-37.6% | $145,884-71.1% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 14.24% | 7222.56%-7208.3pp | 3528.98%-3514.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $18,759 | $3,074+510.3% | $2,736+585.8% | $4,662+302.4% |
| Participant deferral / active EE | $26,197 | $4,786+447.4% | $4,003+554.4% | $6,690+291.6% |
| Admin fee / account holder | $6,267 | $5,515+13.6% | $3,993+56.9% | $13,392-53.2% |