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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 | $41,083 | $152,597-73.1% | $117,533-65.0% | $134,532-69.5% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -15.93% | 53.04%-69.0pp | 29.77%-45.7pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,744 | $5,576-68.7% | $4,179-58.3% | $4,741-63.2% |
| Participant deferral / active EE | $2,813 | $4,821-41.7% | $4,072-30.9% | $6,401-56.1% |
| Admin fee / account holder | $555 | $7,007-92.1% | $5,647-90.2% | $11,429-95.1% |