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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 | $49,245 | $91,911-46.4% | $68,612-28.2% | $135,380-63.6% |
| Participation rate | 45.5% | 76.7%-31.3pp | 72.2%-26.8pp | 82.6%-37.2pp |
| Annual return | -1.92% | -8.22%+6.3pp | -4.63%+2.7pp | 519.81%-521.7pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,400 | $9,240-19.9% | $5,131+44.2% | $10,828-31.7% |