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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 | $40,721 | $138,072-70.5% | $123,549-67.0% | $135,382-69.9% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -3.22% | 153.69%-156.9pp | 119.20%-122.4pp | 519.77%-523.0pp |
| Employer contribution / active EE | $4,084 | $5,152-20.7% | $4,628-11.8% | $4,779-14.5% |
| Participant deferral / active EE | $10,096 | $6,799+48.5% | $6,426+57.1% | $5,609+80.0% |
| Admin fee / account holder | $4,187 | $10,917-61.6% | $9,284-54.9% | $10,829-61.3% |