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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 | $13,395 | $46,697-71.3% | $117,529-88.6% | $68,490-80.4% |
| Participation rate | 19.6% | 56.8%-37.2pp | 70.6%-51.0pp | 67.9%-48.3pp |
| Annual return | -12.24% | -14.52%+2.3pp | 29.77%-42.0pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $620 | $4,023-84.6% | $5,645-89.0% | $5,403-88.5% |