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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 | $19,361 | $87,546-77.9% | $75,784-74.5% | $125,389-84.6% |
| Participation rate | 63.6% | 80.2%-16.5pp | 75.8%-12.2pp | 83.2%-19.6pp |
| Annual return | -3.81% | 13.49%-17.3pp | 9.68%-13.5pp | 282.24%-286.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,161 | $6,503-82.2% | $5,300-78.1% | $9,541-87.8% |