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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 | $37,740 | $90,590-58.3% | $90,782-58.4% | $135,380-72.1% |
| Participation rate | 35.7% | 83.7%-48.0pp | 82.7%-46.9pp | 82.6%-46.9pp |
| Annual return | -3.81% | -3.40%-0.4pp | -3.42%-0.4pp | 519.81%-523.6pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,051 | $7,683+95.9% | $5,908+154.8% | $10,828+39.0% |