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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 | $109,466 | $94,529+15.8% | $140,019-21.8% | $64,173+70.6% |
| Participation rate | 38.2% | 84.1%-45.9pp | 87.5%-49.3pp | 69.6%-31.3pp |
| Annual return | 8.15% | 7.77%+0.4pp | 651.15%-643.0pp | 7.63%+0.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $185,180 | $6,741+2647.1% | $10,705+1629.8% | $4,887+3689.0% |