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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 | $31,679 | $44,714-29.2% | $91,225-65.3% | $66,938-52.7% |
| Participation rate | 23.6% | 65.0%-41.4pp | 73.2%-49.6pp | 69.8%-46.2pp |
| Annual return | -5.94% | -12.25%+6.3pp | 114.12%-120.1pp | 1.58%-7.5pp |
| Employer contribution / active EE | $0 | $1,710-100.0% | $2,851-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,233-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1,167 | $521+124.0% | $5,422-78.5% | $594+96.7% |