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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 | $35,563 | $61,787-42.4% | $97,197-63.4% | $80,925-56.1% |
| Participation rate | 16.7% | 63.5%-46.8pp | 72.7%-56.0pp | 67.7%-51.0pp |
| Annual return | 17.01% | -558.16%+575.2pp | 75.47%-58.5pp | 35.65%-18.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,255 | $5,170-75.7% | $5,637-77.7% | $6,940-81.9% |