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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 | $13,258 | $75,962-82.5% | $154,108-91.4% | $64,173-79.3% |
| Participation rate | 24.1% | 70.4%-46.3pp | 83.0%-58.9pp | 69.6%-45.4pp |
| Annual return | -3.25% | 30.32%-33.6pp | 735.21%-738.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,013 | $5,589+25.5% | $13,411-47.7% | $4,887+43.5% |