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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 | $15,155 | $61,789-75.5% | $97,167-84.4% | $80,874-81.3% |
| Participation rate | 48.3% | 63.5%-15.2pp | 72.7%-24.4pp | 67.6%-19.4pp |
| Annual return | 15.86% | -557.90%+573.8pp | 75.27%-59.4pp | 35.62%-19.8pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $354 | $5,168-93.2% | $5,650-93.7% | $6,935-94.9% |