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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 | $41,390 | $83,908-50.7% | $68,509-39.6% | $125,389-67.0% |
| Participation rate | 68.8% | 78.2%-9.4pp | 74.7%-6.0pp | 83.2%-14.4pp |
| Annual return | -2.92% | 14.48%-17.4pp | 8.27%-11.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $874 | $8,982-90.3% | $5,275-83.4% | $9,541-90.8% |