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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 | $16,394 | $58,258-71.9% | $81,820-80.0% | $80,925-79.7% |
| Participation rate | 48.9% | 63.5%-14.5pp | 72.4%-23.4pp | 67.7%-18.7pp |
| Annual return | 2.50% | 41.76%-39.3pp | 777.93%-775.4pp | 35.65%-33.1pp |
| 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 | $179,315 | $4,976+3503.3% | $7,391+2326.3% | $6,940+2483.8% |