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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 | $57,384 | $67,372-14.8% | $60,906-5.8% | $134,532-57.3% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.1%-53.1pp | 81.2%-61.2pp |
| Annual return | -1.85% | 50.05%-51.9pp | 16.94%-18.8pp | 418.27%-420.1pp |
| Employer contribution / active EE | $4,059 | $3,099+31.0% | $2,703+50.2% | $4,741-14.4% |
| Participant deferral / active EE | $8,220 | $4,532+81.4% | $3,814+115.5% | $6,401+28.4% |
| Admin fee / account holder | $682 | $4,588-85.1% | $3,227-78.9% | $11,429-94.0% |