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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 | $7,093 | $30,732-76.9% | $59,496-88.1% | $59,633-88.1% |
| Participation rate | 68.6% | 43.2%+25.4pp | 54.6%+14.1pp | 68.7%0pp |
| Annual return | -2.83% | 4.47%-7.3pp | 182.05%-184.9pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,088 | $2,136-49.1% | $2,232-51.3% | $4,297-74.7% |