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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 | $72,230 | $150,447-52.0% | $136,298-47.0% | $147,586-51.1% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 20.02% | 1049.15%-1029.1pp | 5156.27%-5136.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $4,341 | $5,256-17.4% | $4,696-7.6% | $4,876-11.0% |
| Participant deferral / active EE | $15,032 | $6,631+126.7% | $6,247+140.6% | $5,439+176.4% |
| Admin fee / account holder | $139,871 | $10,906+1182.5% | $9,244+1413.1% | $10,886+1184.9% |