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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 | $211,782 | $72,404+192.5% | $110,243+92.1% | $64,173+230.0% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.7pp | 69.6%-12.4pp |
| Annual return | 2.25% | -6.29%+8.5pp | 314.76%-312.5pp | 7.63%-5.4pp |
| 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 | $397,108 | $5,664+6910.6% | $8,548+4545.7% | $4,887+8025.1% |