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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 | $42,615 | $113,941-62.6% | $94,229-54.8% | $125,389-66.0% |
| Participation rate | 68.8% | 82.9%-14.1pp | 78.8%-10.0pp | 83.2%-14.4pp |
| Annual return | -3.42% | 5.29%-8.7pp | 10.68%-14.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,334 | $8,392-36.4% | $6,269-14.9% | $9,541-44.1% |