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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 | $162,768 | $59,834+172.0% | $79,576+104.5% | $68,495+137.6% |
| Participation rate | 6.8% | 61.1%-54.2pp | 69.5%-62.7pp | 67.9%-61.1pp |
| Annual return | -12.76% | -12.30%-0.5pp | 0.15%-12.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,037 | $4,835-37.2% | $6,834-55.6% | $5,403-43.8% |