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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 | $57,531 | $167,353-65.6% | $143,797-60.0% | $134,545-57.2% |
| Participation rate | 47.4% | 84.8%-37.5pp | 80.3%-32.9pp | 81.2%-33.9pp |
| Annual return | -6.99% | 0.48%-7.5pp | -0.04%-7.0pp | 418.37%-425.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $31,587 | $18,096+74.6% | $14,679+115.2% | $11,431+176.3% |