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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 | $29,066 | $99,668-70.8% | $86,451-66.4% | $134,545-78.4% |
| Participation rate | 33.3% | 82.1%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -16.48% | 6789.61%-6806.1pp | 4398.51%-4415.0pp | 418.37%-434.8pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,265 | $8,377-84.9% | $6,734-81.2% | $11,431-88.9% |