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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 | $13,548 | $27,800-51.3% | $58,561-76.9% | $71,511-81.1% |
| Participation rate | 5.6% | 34.6%-29.0pp | 50.9%-45.3pp | 67.9%-62.4pp |
| Annual return | 15.59% | 26.80%-11.2pp | 4251.33%-4235.7pp | 28.86%-13.3pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $1,208-100.0% | $1,923-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,062 | $1,637-35.1% | $2,520-57.8% | $1,588-33.1% |