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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 | $44,053 | $167,352-73.7% | $143,788-69.4% | $134,509-67.2% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -16.79% | 0.47%-17.3pp | -0.03%-16.8pp | 418.13%-434.9pp |
| Employer contribution / active EE | $12,247 | $5,620+117.9% | $4,952+147.3% | $4,741+158.3% |
| Participant deferral / active EE | $76,437 | $6,447+1085.6% | $5,638+1255.7% | $6,400+1094.3% |
| Admin fee / account holder | $1,013 | $18,091-94.4% | $14,675-93.1% | $11,427-91.1% |