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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 | $54,732 | $58,258-6.1% | $81,820-33.1% | $80,925-32.4% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 10.05% | 41.76%-31.7pp | 777.93%-767.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $23,884 | $4,976+379.9% | $7,391+223.2% | $6,940+244.1% |