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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 | $42,909 | $99,668-56.9% | $86,451-50.4% | $134,545-68.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -14.51% | 6789.61%-6804.1pp | 4398.51%-4413.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $5,277 | $4,403+19.9% | $3,770+40.0% | $4,742+11.3% |
| Participant deferral / active EE | $7,896 | $7,249+8.9% | $6,953+13.6% | $6,401+23.4% |
| Admin fee / account holder | $2,743 | $8,377-67.3% | $6,734-59.3% | $11,431-76.0% |