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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 | $15,347 | $75,541-79.7% | $152,093-89.9% | $82,637-81.4% |
| Participation rate | 0.0% | 66.5%-66.5pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 2.17% | 32.56%-30.4pp | 66.36%-64.2pp | 53.51%-51.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $117,766 | $6,405+1738.8% | $14,497+712.4% | $7,339+1504.7% |