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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 | $116,718 | $92,684+25.9% | $82,706+41.1% | $134,509-13.2% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -14.25% | 945.84%-960.1pp | 701.76%-716.0pp | 418.13%-432.4pp |
| Employer contribution / active EE | $12,503 | $3,272+282.1% | $3,007+315.7% | $4,741+163.7% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,316 | $5,982-27.9% | $5,329-19.0% | $11,427-62.2% |