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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 | $20,076 | $64,716-69.0% | $112,258-82.1% | $68,495-70.7% |
| Participation rate | 64.3% | 67.2%-2.9pp | 75.1%-10.8pp | 67.9%-3.6pp |
| Annual return | -13.64% | -11.40%-2.2pp | 27.47%-41.1pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,503 | $5,232-71.3% | $6,411-76.6% | $5,403-72.2% |