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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 | $34,344 | $73,867-53.5% | $143,770-76.1% | $68,498-49.9% |
| Participation rate | 16.1% | 66.7%-50.5pp | 80.3%-64.2pp | 67.9%-51.8pp |
| Annual return | -17.98% | 1.01%-19.0pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,027-100.0% |
| Admin fee / account holder | $102,728 | $5,755+1685.1% | $14,673+600.1% | $5,403+1801.3% |