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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 | $67,809 | $135,645-50.0% | $110,243-38.5% | $135,380-49.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -6.98% | 513.24%-520.2pp | 314.76%-321.7pp | 519.81%-526.8pp |
| Employer contribution / active EE | $4,553 | $4,907-7.2% | $3,827+19.0% | $4,779-4.7% |
| Participant deferral / active EE | $26,348 | $5,507+378.4% | $4,672+463.9% | $5,609+369.7% |
| Admin fee / account holder | $20,776 | $11,458+81.3% | $8,548+143.1% | $10,828+91.9% |