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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 | $28,577 | $61,125-53.2% | $94,057-69.6% | $87,485-67.3% |
| Participation rate | 1.0% | 64.1%-63.0pp | 73.3%-72.3pp | 68.9%-67.9pp |
| Annual return | -0.51% | 35.20%-35.7pp | 480.62%-481.1pp | 26.06%-26.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $946,148 | $5,629+16709.5% | $7,244+12960.3% | $7,775+12069.5% |