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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 | $80,656 | $62,583+28.9% | $76,767+5.1% | $64,173+25.7% |
| Participation rate | 61.9% | 72.8%-10.9pp | 77.0%-15.1pp | 69.6%-7.7pp |
| Annual return | -6.62% | -1.95%-4.7pp | 2.43%-9.0pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $21,892 | $4,667+369.1% | $6,675+227.9% | $4,887+347.9% |