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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 | $53,747 | $135,645-60.4% | $110,243-51.2% | $135,380-60.3% |
| Participation rate | 64.7% | 83.5%-18.8pp | 79.8%-15.1pp | 82.6%-17.9pp |
| Annual return | -3.86% | 513.24%-517.1pp | 314.76%-318.6pp | 519.81%-523.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,905 | $11,458-57.2% | $8,548-42.6% | $10,828-54.7% |