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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 | $15,184 | $54,355-72.1% | $82,744-81.6% | $68,486-77.8% |
| Participation rate | 8.8% | 63.9%-55.1pp | 72.6%-63.7pp | 67.9%-59.1pp |
| Annual return | -3.99% | -13.67%+9.7pp | 702.22%-706.2pp | -7.85%+3.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $369 | $4,397-91.6% | $5,325-93.1% | $5,404-93.2% |