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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 | $26,027 | $91,911-71.7% | $68,612-62.1% | $135,380-80.8% |
| Participation rate | 57.1% | 76.7%-19.6pp | 72.2%-15.1pp | 82.6%-25.5pp |
| Annual return | -1.04% | -8.22%+7.2pp | -4.63%+3.6pp | 519.81%-520.8pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $141,950 | $9,240+1436.2% | $5,131+2666.4% | $10,828+1210.9% |