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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 | $102,055 | $90,617+12.6% | $79,476+28.4% | $135,382-24.6% |
| Participation rate | 4.8% | 76.1%-71.3pp | 73.3%-68.6pp | 82.6%-77.9pp |
| Annual return | 0.00% | 977.57%-977.6pp | 718.21%-718.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,672 | $5,907+148.4% | $5,113+186.9% | $10,829+35.5% |