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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 | $22,545 | $42,910-47.5% | $60,919-63.0% | $68,490-67.1% |
| Participation rate | 65.5% | 66.8%-1.2pp | 73.1%-7.6pp | 67.9%-2.4pp |
| Annual return | -7.10% | -13.99%+6.9pp | 16.96%-24.1pp | -7.85%+0.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,308 | $3,104-25.6% | $3,228-28.5% | $5,403-57.3% |