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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 | $94,851 | $138,076-31.3% | $123,553-23.2% | $135,380-29.9% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -6.07% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $99,087 | $5,152+1823.3% | $4,628+2041.0% | $4,779+1973.4% |
| Participant deferral / active EE | $310,557 | $6,800+4467.3% | $6,426+4732.9% | $5,609+5436.8% |
| Admin fee / account holder | $6,710 | $10,917-38.5% | $9,284-27.7% | $10,828-38.0% |