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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 | $49,070 | $112,300-56.3% | $90,223-45.6% | $125,388-60.9% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.0%-12.4pp | 83.2%-16.5pp |
| Annual return | -1.15% | -0.57%-0.6pp | 1.31%-2.5pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20,608 | $10,990+87.5% | $7,406+178.3% | $9,541+116.0% |