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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 | $21,562 | $75,832-71.6% | $147,617-85.4% | $59,633-63.8% |
| Participation rate | 51.2% | 71.6%-20.3pp | 84.6%-33.4pp | 68.7%-17.5pp |
| Annual return | 0.62% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $18,714 | $5,986+212.6% | $11,612+61.2% | $4,297+335.5% |