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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 | $49,976-42.8% | $66,674-57.1% | $82,637-65.4% |
| Participation rate | 1.0% | 63.1%-62.1pp | 73.7%-72.6pp | 68.1%-67.0pp |
| Annual return | -0.51% | 39.09%-39.6pp | 321.24%-321.7pp | 53.51%-54.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $946,148 | $4,594+20497.5% | $5,098+18458.9% | $7,339+12792.4% |