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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 | $83,178 | $91,537-9.1% | $130,045-36.0% | $75,173+10.6% |
| Participation rate | 56.0% | 71.5%-15.5pp | 78.5%-22.5pp | 67.2%-11.2pp |
| Annual return | 17.59% | -631.55%+649.1pp | -137.30%+154.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,168 | $6,780-53.3% | $10,600-70.1% | $5,651-43.9% |