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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 | $108,027 | $142,392-24.1% | $119,622-9.7% | $134,532-19.7% |
| Participation rate | 22.2% | 82.8%-60.6pp | 79.3%-57.0pp | 81.2%-59.0pp |
| Annual return | -6.43% | -12.46%+6.0pp | -14.98%+8.5pp | 418.27%-424.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,712 | $13,593-87.4% | $10,328-83.4% | $11,429-85.0% |