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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 | $105,765 | $100,805+4.9% | $86,698+22.0% | $134,532-21.4% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -11.52% | 29.09%-40.6pp | 35.95%-47.5pp | 418.27%-429.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $35,906 | $5,339+572.5% | $4,656+671.1% | $6,401+461.0% |
| Admin fee / account holder | $115,687 | $10,925+958.9% | $7,493+1444.0% | $11,429+912.3% |