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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 | $38,161 | $67,352-43.3% | $60,899-37.3% | $134,509-71.6% |
| Participation rate | 61.5% | 76.2%-14.6pp | 73.1%-11.6pp | 81.2%-19.7pp |
| Annual return | -13.26% | 49.99%-63.3pp | 16.92%-30.2pp | 418.13%-431.4pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,848 | $4,585+49.4% | $3,225+112.3% | $11,427-40.1% |