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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 | $67,585 | $142,392-52.5% | $119,622-43.5% | $134,532-49.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -14.53% | -12.46%-2.1pp | -14.98%+0.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $5,248 | $5,224+0.5% | $4,232+24.0% | $4,741+10.7% |
| Participant deferral / active EE | $16,158 | $6,467+149.8% | $5,601+188.5% | $6,401+152.4% |
| Admin fee / account holder | $30,602 | $13,593+125.1% | $10,328+196.3% | $11,429+167.8% |