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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 | $69,590-58.9% | $136,867-79.1% | $94,015-69.6% |
| Participation rate | 1.0% | 66.3%-65.3pp | 74.5%-73.5pp | 70.8%-69.8pp |
| Annual return | -0.51% | 19.62%-20.1pp | 42.97%-43.5pp | 17.84%-18.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $946,148 | $8,912+10517.0% | $10,340+9050.2% | $8,951+10470.1% |