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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 | $48,569 | $69,518-30.1% | $59,887-18.9% | $135,379-64.1% |
| Participation rate | 27.3% | 77.8%-50.6pp | 74.7%-47.4pp | 82.6%-55.4pp |
| Annual return | -3.10% | 7.95%-11.0pp | 3.46%-6.6pp | 519.79%-522.9pp |
| Employer contribution / active EE | $1,538 | $3,235-52.4% | $2,722-43.5% | $4,779-67.8% |
| Participant deferral / active EE | $8,911 | $4,204+112.0% | $3,402+161.9% | $5,609+58.9% |
| Admin fee / account holder | $5,488 | $5,734-4.3% | $3,591+52.8% | $10,828-49.3% |