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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 | $86,029 | $138,076-37.7% | $123,553-30.4% | $135,380-36.5% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -8.14% | 153.70%-161.8pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $5,685 | $5,152+10.3% | $4,628+22.8% | $4,779+19.0% |
| Participant deferral / active EE | $56,148 | $6,800+725.8% | $6,426+773.8% | $5,609+901.0% |
| Admin fee / account holder | $337 | $10,917-96.9% | $9,284-96.4% | $10,828-96.9% |