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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 | $22,842 | $49,280-53.6% | $67,313-66.1% | $64,173-64.4% |
| Participation rate | 30.7% | 60.8%-30.1pp | 69.1%-38.4pp | 69.6%-38.9pp |
| Annual return | -6.89% | -1.39%-5.5pp | -4.08%-2.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,103 | $3,863-71.5% | $4,507-75.5% | $4,887-77.4% |