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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 | $45,760 | $84,447-45.8% | $61,389-25.5% | $134,493-66.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -19.75% | 584.84%-604.6pp | 338.73%-358.5pp | 418.01%-437.8pp |
| Employer contribution / active EE | $1,694 | $1,545+9.6% | $1,160+46.1% | $4,740-64.3% |
| Participant deferral / active EE | $14,472 | $2,819+413.3% | $2,125+581.0% | $6,400+126.1% |
| Admin fee / account holder | $2,942 | $2,587+13.7% | $2,130+38.1% | $11,425-74.3% |