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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 | $41,647 | $92,766-55.1% | $82,763-49.7% | $134,545-69.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -20.39% | 946.97%-967.4pp | 702.45%-722.8pp | 418.37%-438.8pp |
| Employer contribution / active EE | $8,188 | $3,273+150.1% | $3,008+172.2% | $4,742+72.7% |
| Participant deferral / active EE | $8,188 | $4,802+70.5% | $4,395+86.3% | $6,401+27.9% |
| Admin fee / account holder | $1,738 | $5,978-70.9% | $5,325-67.4% | $11,431-84.8% |