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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 | $12,103 | $152,597-92.1% | $117,533-89.7% | $134,532-91.0% |
| Participation rate | 52.6% | 77.1%-24.5pp | 70.6%-18.0pp | 81.2%-28.6pp |
| Annual return | -13.91% | 53.04%-67.0pp | 29.77%-43.7pp | 418.27%-432.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $549 | $7,007-92.2% | $5,647-90.3% | $11,429-95.2% |