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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 | $29,939 | $138,102-78.3% | $125,381-76.1% | $134,532-77.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.90% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $3,772 | $5,245-28.1% | $4,815-21.7% | $4,741-20.4% |
| Participant deferral / active EE | $3,548 | $7,801-54.5% | $7,448-52.4% | $6,401-44.6% |
| Admin fee / account holder | $4,959 | $11,568-57.1% | $10,007-50.4% | $11,429-56.6% |