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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 | $80,091 | $54,239+47.7% | $70,098+14.3% | $68,495+16.9% |
| Participation rate | 37.2% | 64.5%-27.3pp | 70.5%-33.3pp | 67.9%-30.7pp |
| Annual return | -19.06% | -13.87%-5.2pp | 190.76%-209.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,849-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,488 | $4,691+123.6% | $6,266+67.4% | $5,403+94.1% |