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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 | $12,501 | $93,117-86.6% | $77,096-83.8% | $134,532-90.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -15.97% | 62.67%-78.6pp | 42.35%-58.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $57,636 | $3,420+1585.1% | $2,814+1947.9% | $4,741+1115.7% |
| Participant deferral / active EE | $62,342 | $5,241+1089.4% | $4,429+1307.5% | $6,401+874.0% |
| Admin fee / account holder | $13,775 | $6,948+98.3% | $5,428+153.8% | $11,429+20.5% |