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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 | $246,606 | $185,225+33.1% | $142,898+72.6% | $167,536+47.2% |
| Participation rate | 33.3% | 78.5%-45.1pp | 72.0%-38.6pp | 82.1%-48.8pp |
| Annual return | 9.28% | 8558.12%-8548.8pp | 5639.64%-5630.4pp | 478.82%-469.5pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $90,891 | $8,032+1031.6% | $6,560+1285.5% | $12,315+638.1% |