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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 | $80,881 | $78,694+2.8% | $67,652+19.6% | $125,389-35.5% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 83.2%-83.2pp |
| Annual return | 0.51% | 9.46%-8.9pp | 6625.40%-6624.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,541 | $4,292+168.9% | $3,560+224.2% | $5,352+115.7% |
| Admin fee / account holder | $49,058 | $7,403+562.7% | $4,821+917.6% | $9,541+414.2% |