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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 | $47,911 | $100,811-52.5% | $86,698-44.7% | $134,545-64.4% |
| Participation rate | 30.8% | 79.0%-48.2pp | 76.6%-45.8pp | 81.2%-50.5pp |
| Annual return | -18.05% | 29.11%-47.2pp | 35.96%-54.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,204 | $10,926-89.0% | $7,492-83.9% | $11,431-89.5% |