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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 | $23,394 | $82,674-71.7% | $125,381-81.3% | $68,486-65.8% |
| Participation rate | 7.5% | 75.1%-67.5pp | 82.4%-74.8pp | 67.9%-60.3pp |
| Annual return | -18.22% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,572 | $6,277-59.0% | $10,007-74.3% | $5,404-52.4% |