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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 | $79,466 | $84,684-6.2% | $73,835+7.6% | $125,388-36.6% |
| Participation rate | 45.5% | 76.8%-31.3pp | 73.4%-28.0pp | 83.2%-37.7pp |
| Annual return | -2.00% | 3123.93%-3125.9pp | 2268.13%-2270.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,331 | $5,691+28.8% | $4,880+50.2% | $9,541-23.2% |