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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 | $11,916 | $52,353-77.2% | $120,225-90.1% | $82,448-85.5% |
| Participation rate | 0.0% | 58.3%-58.3pp | 69.6%-69.6pp | 68.1%-68.1pp |
| Annual return | 15.39% | 61.85%-46.5pp | 439.23%-423.8pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,632 | $4,363+327.1% | $5,696+227.1% | $7,234+157.6% |