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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 | $57,323 | $133,981-57.2% | $112,249-48.9% | $134,532-57.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -18.40% | 47.16%-65.6pp | 27.48%-45.9pp | 418.27%-436.7pp |
| Employer contribution / active EE | $17,851 | $4,040+341.9% | $3,636+390.9% | $4,741+276.5% |
| Participant deferral / active EE | $58,668 | $5,292+1008.6% | $4,729+1140.6% | $6,401+816.6% |
| Admin fee / account holder | $9,282 | $7,492+23.9% | $6,412+44.8% | $11,429-18.8% |