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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 | $43,399 | $152,597-71.6% | $117,533-63.1% | $134,532-67.7% |
| Participation rate | 41.7% | 77.1%-35.4pp | 70.6%-28.9pp | 81.2%-39.6pp |
| Annual return | -16.50% | 53.04%-69.5pp | 29.77%-46.3pp | 418.27%-434.8pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $950 | $7,007-86.4% | $5,647-83.2% | $11,429-91.7% |