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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 | $188,195 | $58,828+219.9% | $78,002+141.3% | $62,881+199.3% |
| Participation rate | 25.0% | 71.1%-46.1pp | 75.5%-50.5pp | 69.3%-44.3pp |
| Annual return | -9.56% | 17.16%-26.7pp | 425.99%-435.5pp | 20.14%-29.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,798 | $4,393+214.1% | $5,481+151.8% | $4,296+221.2% |