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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 | $21,508 | $138,102-84.4% | $125,381-82.8% | $134,532-84.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.91% | 750.73%-765.6pp | 572.31%-587.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $10,264 | $5,245+95.7% | $4,815+113.2% | $4,741+116.5% |
| Participant deferral / active EE | $26,793 | $7,801+243.5% | $7,448+259.7% | $6,401+318.6% |
| Admin fee / account holder | $7,902 | $11,568-31.7% | $10,007-21.0% | $11,429-30.9% |