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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 | $67,746 | $97,020-30.2% | $83,327-18.7% | $135,380-50.0% |
| Participation rate | 30.0% | 80.4%-50.4pp | 77.8%-47.8pp | 82.6%-52.6pp |
| Annual return | -7.95% | 12.31%-20.3pp | 10.64%-18.6pp | 519.81%-527.8pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,367 | $8,426+201.0% | $7,540+236.4% | $10,828+134.3% |