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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 | $27,613 | $105,867-73.9% | $90,760-69.6% | $134,532-79.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -14.49% | -10.99%-3.5pp | -12.16%-2.3pp | 418.27%-432.8pp |
| Employer contribution / active EE | $4,032 | $3,464+16.4% | $2,922+38.0% | $4,741-15.0% |
| Participant deferral / active EE | $16,645 | $5,217+219.0% | $4,565+264.6% | $6,401+160.0% |
| Admin fee / account holder | $2,138 | $13,936-84.7% | $8,444-74.7% | $11,429-81.3% |