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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 | $16,989 | $129,959-86.9% | $104,301-83.7% | $134,532-87.4% |
| Participation rate | 22.2% | 79.5%-57.3pp | 73.3%-51.0pp | 81.2%-59.0pp |
| Annual return | -17.55% | 42.04%-59.6pp | 24.61%-42.2pp | 418.27%-435.8pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,058 | $9,325-88.7% | $7,340-85.6% | $11,429-90.7% |