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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 | $11,122 | $93,117-88.1% | $77,096-85.6% | $134,532-91.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -13.33% | 62.67%-76.0pp | 42.35%-55.7pp | 418.27%-431.6pp |
| Employer contribution / active EE | $44,154 | $3,420+1190.9% | $2,814+1468.9% | $4,741+831.3% |
| Participant deferral / active EE | $88,242 | $5,241+1583.6% | $4,429+1892.3% | $6,401+1278.6% |
| Admin fee / account holder | $81,719 | $6,948+1076.2% | $5,428+1405.4% | $11,429+615.0% |