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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 | $80,860 | $72,404+11.7% | $110,243-26.7% | $64,173+26.0% |
| Participation rate | 17.9% | 73.3%-55.5pp | 79.8%-62.0pp | 69.6%-51.7pp |
| Annual return | -4.59% | -6.29%+1.7pp | 314.76%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,536 | $5,664-19.9% | $8,548-46.9% | $4,887-7.2% |