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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 | $46,729 | $81,258-42.5% | $105,218-55.6% | $59,633-21.6% |
| Participation rate | 2.8% | 75.4%-72.6pp | 77.2%-74.4pp | 68.7%-65.9pp |
| Annual return | -1.53% | 1.96%-3.5pp | 5.33%-6.9pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $17,837 | $5,841+205.4% | $6,992+155.1% | $4,297+315.1% |