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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 | $13,143 | $81,668-83.9% | $58,507-77.5% | $139,487-90.6% |
| Participation rate | 55.0% | 61.3%-6.3pp | 50.9%+4.1pp | 80.3%-25.3pp |
| Annual return | 1.82% | 7430.07%-7428.3pp | 4252.32%-4250.5pp | 373.84%-372.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $1,922-100.0% | $6,713-100.0% |
| Admin fee / account holder | $16,249 | $3,212+405.8% | $2,486+553.6% | $11,407+42.4% |