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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 | $54,582 | $92,766-41.2% | $82,763-34.1% | $134,545-59.4% |
| Participation rate | 21.4% | 75.2%-53.8pp | 72.6%-51.1pp | 81.2%-59.8pp |
| Annual return | -8.75% | 946.97%-955.7pp | 702.45%-711.2pp | 418.37%-427.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,353 | $5,978-60.6% | $5,325-55.8% | $11,431-79.4% |