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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 | $45,100 | $84,551-46.7% | $61,452-26.6% | $134,532-66.5% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -14.95% | 585.39%-600.3pp | 338.96%-353.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $34,551 | $1,545+2136.7% | $1,160+2879.6% | $4,741+628.7% |
| Participant deferral / active EE | $60,060 | $2,818+2031.0% | $2,125+2726.9% | $6,401+838.3% |
| Admin fee / account holder | $10,968 | $2,587+323.9% | $2,131+414.7% | $11,429-4.0% |