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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 | $178,922 | $48,267+270.7% | $68,808+160.0% | $68,486+161.3% |
| Participation rate | 6.0% | 60.7%-54.7pp | 69.0%-63.0pp | 67.9%-61.9pp |
| Annual return | -18.41% | -12.70%-5.7pp | -6.37%-12.0pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,945 | $4,362+105.0% | $4,936+81.2% | $5,404+65.5% |