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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 | $138,912 | $107,809+28.8% | $90,657+53.2% | $135,380+2.6% |
| Participation rate | 62.5% | 78.0%-15.5pp | 74.0%-11.5pp | 82.6%-20.1pp |
| Annual return | -4.14% | -0.90%-3.2pp | 1.89%-6.0pp | 519.81%-523.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,419 | $5,931-8.6% | $4,994+8.5% | $10,828-50.0% |