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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 | $10,413 | $92,743-88.8% | $82,744-87.4% | $134,532-92.3% |
| Participation rate | 6.7% | 75.2%-68.5pp | 72.6%-65.9pp | 81.2%-74.6pp |
| Annual return | -16.80% | 946.63%-963.4pp | 702.22%-719.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,133 | $5,977-81.0% | $5,325-78.7% | $11,429-90.1% |