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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 | $30,437-83.9% | $56,033-91.2% | $74,459-93.4% |
| Participation rate | 0.7% | 32.9%-32.2pp | 52.5%-51.8pp | 67.2%-66.6pp |
| Annual return | 11.33% | 24.96%-13.6pp | 1711.38%-1700.0pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,954-100.0% | $4,350-100.0% |
| Admin fee / account holder | $14,052 | $2,363+494.6% | $2,827+397.1% | $1,945+622.6% |