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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 | $43,424 | $106,557-59.2% | $91,227-52.4% | $134,545-67.7% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -20.62% | 160.81%-181.4pp | 114.14%-134.8pp | 418.37%-439.0pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,258 | $6,235-79.8% | $5,423-76.8% | $11,431-89.0% |