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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 | $19,612 | $92,743-78.9% | $82,744-76.3% | $134,532-85.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -16.43% | 946.63%-963.1pp | 702.22%-718.6pp | 418.27%-434.7pp |
| Employer contribution / active EE | $85,726 | $3,273+2519.4% | $3,008+2749.9% | $4,741+1708.2% |
| Participant deferral / active EE | $26,037 | $4,802+442.3% | $4,395+492.5% | $6,401+306.8% |
| Admin fee / account holder | $1,182 | $5,977-80.2% | $5,325-77.8% | $11,429-89.7% |