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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 | $51,871 | $104,116-50.2% | $71,089-27.0% | $135,380-61.7% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.6%-21.3pp | 82.6%-49.3pp |
| Annual return | -6.62% | 1256.51%-1263.1pp | 650.65%-657.3pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,486 | $1,485+134.7% | $1,088+220.5% | $4,779-27.1% |
| Participant deferral / active EE | $5,204 | $2,524+106.2% | $1,873+177.9% | $5,609-7.2% |
| Admin fee / account holder | $5,286 | $4,142+27.6% | $3,082+71.5% | $10,828-51.2% |