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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 | $64,910 | $84,684-23.3% | $73,835-12.1% | $125,388-48.2% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -1.59% | 3123.93%-3125.5pp | 2268.13%-2269.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $37,551 | $3,123+1102.2% | $2,788+1247.1% | $4,866+671.7% |
| Participant deferral / active EE | $63,696 | $3,993+1495.4% | $3,583+1677.7% | $5,352+1090.2% |
| Admin fee / account holder | $7,393 | $5,691+29.9% | $4,880+51.5% | $9,541-22.5% |