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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 | $5,371 | $84,628-93.7% | $61,501-91.3% | $134,545-96.0% |
| Participation rate | 19.0% | 62.2%-43.2pp | 52.6%-33.5pp | 81.2%-62.2pp |
| Annual return | -18.97% | 585.61%-604.6pp | 339.04%-358.0pp | 418.37%-437.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $839 | $2,587-67.6% | $2,132-60.6% | $11,431-92.7% |