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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 | $28,299 | $138,102-79.5% | $125,381-77.4% | $134,532-79.0% |
| Participation rate | 5.0% | 84.5%-79.5pp | 82.4%-77.4pp | 81.2%-76.2pp |
| Annual return | -16.51% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,322 | $11,568-62.6% | $10,007-56.8% | $11,429-62.2% |