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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 | $64,247 | $95,188-32.5% | $76,518-16.0% | $135,380-52.5% |
| Participation rate | 0.0% | 74.4%-74.4pp | 68.0%-68.0pp | 82.6%-82.6pp |
| Annual return | -8.52% | 4.85%-13.4pp | -0.27%-8.2pp | 519.81%-528.3pp |
| Employer contribution / active EE | $8,387 | $3,303+153.9% | $2,647+216.8% | $4,779+75.5% |
| Participant deferral / active EE | $55,515 | $4,640+1096.5% | $3,836+1347.3% | $5,609+889.7% |
| Admin fee / account holder | $2,113 | $6,249-66.2% | $4,849-56.4% | $10,828-80.5% |