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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 | $73,363 | $87,705-16.4% | $63,517+15.5% | $125,393-41.5% |
| Participation rate | 62.5% | 77.0%-14.5pp | 71.0%-8.5pp | 83.2%-20.7pp |
| Annual return | -2.53% | 21.70%-24.2pp | -70.30%+67.8pp | 282.23%-284.8pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,351-100.0% |
| Admin fee / account holder | $413 | $11,948-96.5% | $5,892-93.0% | $9,541-95.7% |