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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 | $197,094 | $64,719+204.5% | $112,249+75.6% | $68,486+187.8% |
| Participation rate | 15.9% | 67.2%-51.2pp | 75.1%-59.1pp | 67.9%-52.0pp |
| Annual return | -4.30% | -11.40%+7.1pp | 27.48%-31.8pp | -7.85%+3.6pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,841 | $5,232+183.6% | $6,412+131.4% | $5,404+174.6% |