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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 | $145,042 | $99,647+45.6% | $86,439+67.8% | $134,509+7.8% |
| Participation rate | 12.5% | 82.1%-69.6pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -19.81% | 6784.13%-6803.9pp | 4395.55%-4415.4pp | 418.13%-437.9pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $915 | $8,373-89.1% | $6,732-86.4% | $11,427-92.0% |