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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 | $30,184 | $167,362-82.0% | $143,799-79.0% | $134,532-77.6% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -19.62% | 0.47%-20.1pp | -0.04%-19.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $22,140 | $5,620+293.9% | $4,952+347.1% | $4,741+367.0% |
| Participant deferral / active EE | $13,017 | $6,447+101.9% | $5,638+130.9% | $6,401+103.4% |
| Admin fee / account holder | $121,354 | $18,094+570.7% | $14,677+726.8% | $11,429+961.8% |