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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 | $11,503 | $88,754-87.0% | $81,820-85.9% | $145,877-92.1% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 833.29% | 1031.77%-198.5pp | 777.93%+55.4pp | 551.28%+282.0pp |
| Employer contribution / active EE | $11,826 | $3,085+283.3% | $2,915+305.7% | $4,663+153.6% |
| Participant deferral / active EE | $19,817 | $4,648+326.4% | $4,323+358.4% | $6,691+196.2% |
| Admin fee / account holder | $905 | $8,424-89.3% | $7,391-87.8% | $13,402-93.3% |