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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 | $47,595 | $167,353-71.6% | $143,797-66.9% | $134,545-64.6% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -19.75% | 0.48%-20.2pp | -0.04%-19.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $42,687 | $5,620+659.5% | $4,952+762.0% | $4,742+800.3% |
| Participant deferral / active EE | $115,345 | $6,447+1689.1% | $5,638+1945.7% | $6,401+1701.9% |
| Admin fee / account holder | $14,203 | $18,096-21.5% | $14,679-3.2% | $11,431+24.3% |