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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 | $72,067 | $95,917-24.9% | $79,583-9.4% | $134,545-46.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -13.88% | -2.70%-11.2pp | 0.16%-14.0pp | 418.37%-432.3pp |
| Employer contribution / active EE | $26,680 | $3,129+752.6% | $2,414+1005.4% | $4,742+462.7% |
| Participant deferral / active EE | $57,295 | $4,694+1120.6% | $3,986+1337.5% | $6,401+795.1% |
| Admin fee / account holder | $4,978 | $9,132-45.5% | $6,835-27.2% | $11,431-56.4% |