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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 | $92,392 | $104,116-11.3% | $71,089+30.0% | $135,380-31.8% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.6%-29.6pp | 82.6%-57.6pp |
| Annual return | -4.50% | 1256.51%-1261.0pp | 650.65%-655.1pp | 519.81%-524.3pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,098 | $4,142+71.4% | $3,082+130.3% | $10,828-34.4% |