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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 | $28,349 | $92,219-69.3% | $76,767-63.1% | $135,380-79.1% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -0.72% | 5.46%-6.2pp | 2.43%-3.1pp | 519.81%-520.5pp |
| Employer contribution / active EE | $3,952 | $3,216+22.9% | $2,485+59.0% | $4,779-17.3% |
| Participant deferral / active EE | $5,680 | $4,508+26.0% | $3,852+47.5% | $5,609+1.3% |
| Admin fee / account holder | $31,042 | $10,749+188.8% | $6,675+365.0% | $10,828+186.7% |