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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 | $74,707 | $112,300-33.5% | $90,223-17.2% | $125,389-40.4% |
| Participation rate | 50.0% | 82.9%-32.9pp | 79.0%-29.0pp | 83.2%-33.2pp |
| Annual return | 1.50% | -0.57%+2.1pp | 1.31%+0.2pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $198,353 | $10,990+1704.9% | $7,406+2578.4% | $9,541+1979.0% |