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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 | $46,029 | $156,963-70.7% | $121,204-62.0% | $139,466-67.0% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 13.18% | 1476.75%-1463.6pp | 987.18%-974.0pp | 373.66%-360.5pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $39,928 | $6,953+474.2% | $5,651+606.5% | $11,409+250.0% |