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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 | $18,894 | $100,805-81.3% | $86,698-78.2% | $134,532-86.0% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -4.81% | 29.09%-33.9pp | 35.95%-40.8pp | 418.27%-423.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,018 | $10,925-54.1% | $7,493-33.0% | $11,429-56.1% |