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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 | $209,458 | $52,836+296.4% | $105,736+98.1% | $64,173+226.4% |
| Participation rate | 34.1% | 66.5%-32.5pp | 76.3%-42.2pp | 69.6%-35.5pp |
| Annual return | -4.13% | 14.30%-18.4pp | 6.27%-10.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,909 | $3,959-26.5% | $6,913-57.9% | $4,887-40.5% |