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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 | $25,824 | $73,009-64.6% | $90,756-71.5% | $68,495-62.3% |
| Participation rate | 36.7% | 70.8%-34.2pp | 75.7%-39.0pp | 67.9%-31.2pp |
| Annual return | -13.58% | -13.81%+0.2pp | -12.16%-1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,701 | $5,896-71.1% | $8,445-79.9% | $5,403-68.5% |