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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 | $18,298 | $190,916-90.4% | $160,037-88.6% | $134,545-86.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -15.38% | 552.79%-568.2pp | 408.95%-424.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $13,545 | $4,996+171.1% | $4,226+220.5% | $4,742+185.7% |
| Participant deferral / active EE | $135,454 | $6,925+1856.1% | $6,184+2090.5% | $6,401+2016.0% |
| Admin fee / account holder | $2,030 | $10,497-80.7% | $8,716-76.7% | $11,431-82.2% |