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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 | $65,594 | $84,551-22.4% | $61,452+6.7% | $134,532-51.2% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -14.88% | 585.39%-600.3pp | 338.96%-353.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $7,783 | $1,545+403.8% | $1,160+571.2% | $4,741+64.2% |
| Participant deferral / active EE | $14,241 | $2,818+405.3% | $2,125+570.3% | $6,401+122.5% |
| Admin fee / account holder | $16,343 | $2,587+531.6% | $2,131+666.9% | $11,429+43.0% |