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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,756 | $185,225-67.7% | $142,898-58.2% | $167,536-64.3% |
| Participation rate | 0.0% | 78.5%-78.5pp | 72.0%-72.0pp | 82.1%-82.1pp |
| Annual return | -0.30% | 8558.12%-8558.4pp | 5639.64%-5639.9pp | 478.82%-479.1pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $17,374 | $8,032+116.3% | $6,560+164.8% | $12,315+41.1% |