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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 | $91,806 | $53,546+71.5% | $69,884+31.4% | $68,486+34.1% |
| Participation rate | 56.5% | 64.5%-8.1pp | 70.5%-14.0pp | 67.9%-11.4pp |
| Annual return | -14.16% | -13.87%-0.3pp | 190.81%-205.0pp | -7.85%-6.3pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,844 | $4,693-18.1% | $6,266-38.6% | $5,404-28.9% |