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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 | $40,006 | $150,442-73.4% | $136,295-70.6% | $147,585-72.9% |
| Participation rate | 30.0% | 84.4%-54.4pp | 81.9%-51.9pp | 82.8%-52.8pp |
| Annual return | 11.67% | 1049.09%-1037.4pp | 5155.97%-5144.3pp | 578.56%-566.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,367 | $6,630-49.2% | $6,247-46.1% | $5,439-38.1% |
| Admin fee / account holder | $7,129 | $10,905-34.6% | $9,243-22.9% | $10,885-34.5% |