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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 | $96,960 | $169,361-42.7% | $129,397-25.1% | $145,877-33.5% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 11.71% | 14395.54%-14383.8pp | 9453.98%-9442.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $39,365 | $4,987+689.3% | $4,167+844.6% | $6,691+488.4% |
| Admin fee / account holder | $13,263 | $9,903+33.9% | $7,679+72.7% | $13,402-1.0% |