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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 | $58,464 | $134,001-56.4% | $112,258-47.9% | $134,509-56.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -18.90% | 47.15%-66.1pp | 27.47%-46.4pp | 418.13%-437.0pp |
| Employer contribution / active EE | $9,912 | $4,039+145.4% | $3,636+172.6% | $4,741+109.1% |
| Participant deferral / active EE | $36,886 | $5,291+597.1% | $4,728+680.1% | $6,400+476.3% |
| Admin fee / account holder | $434 | $7,491-94.2% | $6,411-93.2% | $11,427-96.2% |