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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 | $43,998 | $75,962-42.1% | $154,108-71.4% | $64,173-31.4% |
| Participation rate | 55.6% | 70.4%-14.9pp | 83.0%-27.5pp | 69.6%-14.0pp |
| Annual return | -5.84% | 30.32%-36.2pp | 735.21%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $484 | $5,589-91.3% | $13,411-96.4% | $4,887-90.1% |