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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 | $30,557 | $98,240-68.9% | $82,312-62.9% | $147,586-79.3% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.9%-76.9pp | 82.8%-82.8pp |
| Annual return | 8.06% | 30.85%-22.8pp | 25.88%-17.8pp | 578.59%-570.5pp |
| Employer contribution / active EE | $787 | $3,192-75.3% | $2,428-67.6% | $4,876-83.9% |
| Participant deferral / active EE | $2,370 | $4,383-45.9% | $3,706-36.1% | $5,439-56.4% |
| Admin fee / account holder | $22,773 | $8,563+165.9% | $5,608+306.1% | $10,886+109.2% |