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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 | $76,347 | $175,646-56.5% | $129,118-40.9% | $134,532-43.3% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.2%-37.2pp | 81.2%-41.2pp |
| Annual return | -12.15% | -11.39%-0.8pp | -10.94%-1.2pp | 418.27%-430.4pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $36,407 | $23,578+54.4% | $14,305+154.5% | $11,429+218.6% |