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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 | $36,422 | $46,697-22.0% | $117,533-69.0% | $68,486-46.8% |
| Participation rate | 54.1% | 56.8%-2.7pp | 70.6%-16.5pp | 67.9%-13.8pp |
| Annual return | -13.65% | -14.52%+0.9pp | 29.77%-43.4pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $740 | $4,023-81.6% | $5,647-86.9% | $5,404-86.3% |