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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 | $129,292 | $90,467+42.9% | $93,759+37.9% | $134,532-3.9% |
| Participation rate | 28.6% | 82.0%-53.4pp | 81.0%-52.4pp | 81.2%-52.7pp |
| Annual return | -14.12% | -15.72%+1.6pp | -11.33%-2.8pp | 418.27%-432.4pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,980-100.0% | $6,096-100.0% | $6,401-100.0% |
| Admin fee / account holder | $105,646 | $9,258+1041.2% | $7,197+1367.8% | $11,429+824.4% |