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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 | $37,724 | $92,684-59.3% | $82,706-54.4% | $134,509-72.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -18.78% | 945.84%-964.6pp | 701.76%-720.5pp | 418.13%-436.9pp |
| Employer contribution / active EE | $48,441 | $3,272+1380.6% | $3,007+1510.7% | $4,741+921.9% |
| Participant deferral / active EE | $35,680 | $4,800+643.3% | $4,394+712.1% | $6,400+457.5% |
| Admin fee / account holder | $79,240 | $5,982+1224.7% | $5,329+1387.1% | $11,427+593.5% |