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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 | $27,847 | $73,863-62.3% | $143,797-80.6% | $68,490-59.3% |
| Participation rate | 63.0% | 66.7%-3.7pp | 80.3%-17.4pp | 67.9%-4.9pp |
| Annual return | -7.80% | 0.91%-8.7pp | -0.04%-7.8pp | -7.85%+0.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,153 | $5,756-80.0% | $14,679-92.1% | $5,403-78.7% |