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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 | $86,313 | $95,895-10.0% | $79,576+8.5% | $134,509-35.8% |
| Participation rate | 65.2% | 75.0%-9.8pp | 69.5%-4.3pp | 81.2%-16.0pp |
| Annual return | 6.49% | -2.72%+9.2pp | 0.15%+6.3pp | 418.13%-411.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,449 | $9,129-62.2% | $6,834-49.5% | $11,427-69.8% |