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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 | $4,905 | $34,932-86.0% | $56,441-91.3% | $74,546-93.4% |
| Participation rate | 0.7% | 32.9%-32.2pp | 52.5%-51.8pp | 67.2%-66.6pp |
| Annual return | 11.33% | 24.90%-13.6pp | 1704.21%-1692.9pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $14,052 | $2,359+495.6% | $2,829+396.7% | $1,944+623.0% |