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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 | $8,718 | $92,684-90.6% | $82,706-89.5% | $134,509-93.5% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -15.36% | 945.84%-961.2pp | 701.76%-717.1pp | 418.13%-433.5pp |
| Employer contribution / active EE | $34,279 | $3,272+947.7% | $3,007+1039.8% | $4,741+623.1% |
| Participant deferral / active EE | $54,641 | $4,800+1038.4% | $4,394+1143.7% | $6,400+753.7% |
| Admin fee / account holder | $30,341 | $5,982+407.2% | $5,329+469.4% | $11,427+165.5% |