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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 | $42,284 | $211,946-80.0% | $169,452-75.0% | $135,382-68.8% |
| Participation rate | 30.0% | 82.6%-52.6pp | 77.8%-47.8pp | 82.6%-52.6pp |
| Annual return | -7.13% | 3.26%-10.4pp | 1.83%-9.0pp | 519.77%-526.9pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,820 | $11,472-75.4% | $9,110-69.0% | $10,829-74.0% |