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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 | $78,145 | $81,870-4.5% | $119,608-34.7% | $68,495+14.1% |
| Participation rate | 32.9% | 71.9%-39.0pp | 79.3%-46.4pp | 67.9%-35.0pp |
| Annual return | -15.35% | -23.82%+8.5pp | -14.98%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,030 | $6,583-38.8% | $10,326-61.0% | $5,403-25.4% |