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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 | $18,556 | $102,245-81.9% | $89,340-79.2% | $137,256-86.5% |
| Participation rate | 0.0% | 74.9%-74.9pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | -0.24% | 21.89%-22.1pp | 20.57%-20.8pp | 220.34%-220.6pp |
| Employer contribution / active EE | $3,345 | $2,529+32.3% | $2,231+49.9% | $4,156-19.5% |
| Participant deferral / active EE | $4,248 | $4,436-4.2% | $3,823+11.1% | $6,407-33.7% |
| Admin fee / account holder | $160,030 | $8,085+1879.3% | $6,704+2287.2% | $12,270+1204.2% |