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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 | $93,098-88.1% | $77,081-85.6% | $134,509-91.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -13.33% | 62.63%-76.0pp | 42.33%-55.7pp | 418.13%-431.5pp |
| Employer contribution / active EE | $44,154 | $3,419+1191.4% | $2,813+1469.4% | $4,741+831.4% |
| Participant deferral / active EE | $88,242 | $5,239+1584.2% | $4,428+1892.9% | $6,400+1278.7% |
| Admin fee / account holder | $81,719 | $6,945+1076.6% | $5,427+1405.9% | $11,427+615.2% |