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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 | $36,588 | $59,819-38.8% | $79,583-54.0% | $68,490-46.6% |
| Participation rate | 61.3% | 61.1%+0.2pp | 69.5%-8.2pp | 67.9%-6.6pp |
| Annual return | -15.03% | -12.30%-2.7pp | 0.16%-15.2pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,482 | $4,835+34.1% | $6,835-5.2% | $5,403+20.0% |