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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 | $19,883 | $93,124-78.6% | $77,100-74.2% | $134,545-85.2% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.4pp | 81.2%-52.7pp |
| Annual return | -17.88% | 62.68%-80.6pp | 42.35%-60.2pp | 418.37%-436.3pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,535 | $6,970-49.3% | $5,443-35.1% | $11,431-69.1% |