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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 | $35,763 | $42,917-16.7% | $60,899-41.3% | $68,495-47.8% |
| Participation rate | 51.5% | 66.8%-15.3pp | 73.1%-21.6pp | 67.9%-16.4pp |
| Annual return | -14.75% | -13.99%-0.8pp | 16.92%-31.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $749 | $3,102-75.8% | $3,225-76.8% | $5,403-86.1% |