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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 | $60,012 | $69,541-13.7% | $59,899+0.2% | $135,380-55.7% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.7%-54.7pp | 82.6%-62.6pp |
| Annual return | -7.30% | 7.95%-15.2pp | 3.46%-10.8pp | 519.81%-527.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,104 | $5,737-80.8% | $3,592-69.3% | $10,828-89.8% |