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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 | $59,320 | $77,817-23.8% | $123,553-52.0% | $64,173-7.6% |
| Participation rate | 24.5% | 74.7%-50.2pp | 82.3%-57.8pp | 69.6%-45.0pp |
| Annual return | -3.70% | 12.49%-16.2pp | 119.21%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,631 | $5,519+110.7% | $9,284+25.3% | $4,887+138.0% |