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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 | $129,854 | $202,342-35.8% | $172,753-24.8% | $152,909-15.1% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 29.62% | 1029.88%-1000.3pp | 803.00%-773.4pp | 345.46%-315.8pp |
| Employer contribution / active EE | $37,825 | $5,857+545.8% | $5,144+635.3% | $4,764+694.0% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $797 | $17,112-95.3% | $13,956-94.3% | $11,601-93.1% |