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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 | $210,011 | $82,678+154.0% | $125,391+67.5% | $68,490+206.6% |
| Participation rate | 24.2% | 75.1%-50.8pp | 82.4%-58.1pp | 67.9%-43.7pp |
| Annual return | 7.07% | -5.97%+13.0pp | 572.41%-565.3pp | -7.85%+14.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $31,929 | $6,277+408.6% | $10,009+219.0% | $5,403+491.0% |