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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 | $70,662 | $71,873-1.7% | $86,698-18.5% | $68,490+3.2% |
| Participation rate | 10.0% | 72.2%-62.2pp | 76.6%-66.6pp | 67.9%-57.9pp |
| Annual return | -12.36% | 3.54%-15.9pp | 35.96%-48.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $837 | $6,110-86.3% | $7,492-88.8% | $5,403-84.5% |