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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 | $16,833 | $110,093-84.7% | $97,295-82.7% | $145,897-88.5% |
| Participation rate | 17.6% | 75.9%-58.3pp | 72.7%-55.0pp | 80.3%-62.7pp |
| Annual return | 0.82% | 244.76%-243.9pp | 75.62%-74.8pp | 552.29%-551.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $71,837 | $6,212+1056.3% | $5,646+1172.3% | $13,390+436.5% |