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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 | $39,776 | $142,409-72.1% | $119,634-66.8% | $134,545-70.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -14.86% | -12.46%-2.4pp | -14.98%+0.1pp | 418.37%-433.2pp |
| Employer contribution / active EE | $4,927 | $5,224-5.7% | $4,232+16.4% | $4,742+3.9% |
| Participant deferral / active EE | $12,708 | $6,468+96.5% | $5,601+126.9% | $6,401+98.5% |
| Admin fee / account holder | $3,649 | $13,594-73.2% | $10,329-64.7% | $11,431-68.1% |