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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 | $10,624 | $93,124-88.6% | $77,100-86.2% | $134,545-92.1% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -18.74% | 62.68%-81.4pp | 42.35%-61.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $9,249 | $3,421+170.3% | $2,815+228.6% | $4,742+95.1% |
| Participant deferral / active EE | $41,380 | $5,242+689.4% | $4,430+834.2% | $6,401+546.4% |
| Admin fee / account holder | $42,960 | $6,970+516.4% | $5,443+689.2% | $11,431+275.8% |