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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 | $77,698 | $117,829-34.1% | $102,423-24.1% | $145,877-46.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.71% | 31.83%-23.1pp | 29.42%-20.7pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,881 | $5,732-14.8% | $5,054-3.4% | $6,691-27.0% |
| Admin fee / account holder | $24,709 | $13,335+85.3% | $9,455+161.3% | $13,402+84.4% |