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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 | $157,959 | $176,688-10.6% | $130,660+20.9% | $152,909+3.3% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.5%-82.5pp |
| Annual return | 24.76% | 2693.08%-2668.3pp | 1709.29%-1684.5pp | 345.46%-320.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,874 | $7,131+24.4% | $5,463+62.4% | $11,601-23.5% |