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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 | $44,061 | $138,114-68.1% | $125,391-64.9% | $134,545-67.3% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -13.43% | 750.88%-764.3pp | 572.41%-585.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $23,418 | $5,246+346.4% | $4,816+386.3% | $4,742+393.9% |
| Participant deferral / active EE | $17,584 | $7,801+125.4% | $7,448+136.1% | $6,401+174.7% |
| Admin fee / account holder | $20,556 | $11,570+77.7% | $10,009+105.4% | $11,431+79.8% |