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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 | $31,830 | $57,350-44.5% | $83,850-62.0% | $64,181-50.4% |
| Participation rate | 43.3% | 68.6%-25.3pp | 76.1%-32.8pp | 69.6%-26.2pp |
| Annual return | -1.39% | 11.38%-12.8pp | 850.92%-852.3pp | 7.63%-9.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,877 | $4,046+45.2% | $5,478+7.3% | $4,887+20.2% |