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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 | $19,142 | $59,111-67.6% | $86,451-77.9% | $68,490-72.1% |
| Participation rate | 39.0% | 75.2%-36.3pp | 80.3%-41.4pp | 67.9%-28.9pp |
| Annual return | -14.18% | -0.22%-14.0pp | 4398.51%-4412.7pp | -7.85%-6.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,137 | $5,640+150.6% | $6,734+109.9% | $5,403+161.7% |