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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 | $66,807 | $92,743-28.0% | $82,744-19.3% | $134,532-50.3% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -20.01% | 946.63%-966.6pp | 702.22%-722.2pp | 418.27%-438.3pp |
| Employer contribution / active EE | $21,670 | $3,273+562.2% | $3,008+620.4% | $4,741+357.1% |
| Participant deferral / active EE | $42,271 | $4,802+780.3% | $4,395+861.9% | $6,401+560.4% |
| Admin fee / account holder | $1,165 | $5,977-80.5% | $5,325-78.1% | $11,429-89.8% |