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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 | $45,191 | $138,075-67.3% | $123,552-63.4% | $135,379-66.6% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -6.10% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $6,150 | $5,152+19.4% | $4,628+32.9% | $4,779+28.7% |
| Participant deferral / active EE | $10,537 | $6,800+55.0% | $6,426+64.0% | $5,609+87.9% |
| Admin fee / account holder | $611 | $10,917-94.4% | $9,285-93.4% | $10,828-94.4% |