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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 | $32,018 | $95,915-66.6% | $79,580-59.8% | $134,532-76.2% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -19.35% | -2.71%-16.6pp | 0.15%-19.5pp | 418.27%-437.6pp |
| Employer contribution / active EE | $3,255 | $3,129+4.0% | $2,413+34.9% | $4,741-31.3% |
| Participant deferral / active EE | $56,051 | $4,693+1094.2% | $3,985+1306.4% | $6,401+775.7% |
| Admin fee / account holder | $76,397 | $9,132+736.6% | $6,835+1017.7% | $11,429+568.5% |