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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 | $64,849 | $69,774-7.1% | $67,561-4.0% | $74,429-12.9% |
| Participation rate | 5.6% | 71.4%-65.8pp | 72.9%-67.3pp | 67.2%-61.6pp |
| Annual return | 5.95% | -40.53%+46.5pp | 3525.44%-3519.5pp | 1368.38%-1362.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,348-100.0% |
| Admin fee / account holder | $12,232 | $890+1274.7% | $4,006+205.4% | $1,944+529.1% |