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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 | $67,984 | $45,566+49.2% | $64,105+6.1% | $59,632+14.0% |
| Participation rate | 55.3% | 60.2%-4.9pp | 68.2%-12.9pp | 68.7%-13.4pp |
| Annual return | -1.27% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.32%-2042.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,530 | $3,268+69.2% | $4,499+22.9% | $4,297+28.7% |