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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 | $78,897 | $138,114-42.9% | $125,391-37.1% | $134,545-41.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.53% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $14,673 | $5,246+179.7% | $4,816+204.7% | $4,742+209.4% |
| Participant deferral / active EE | $21,531 | $7,801+176.0% | $7,448+189.1% | $6,401+236.4% |
| Admin fee / account holder | $3,677 | $11,570-68.2% | $10,009-63.3% | $11,431-67.8% |