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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 | $19,173 | $72,071-73.4% | $68,368-72.0% | $137,256-86.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | -26.91% | 353.14%-380.1pp | 292.57%-319.5pp | 220.34%-247.3pp |
| Employer contribution / active EE | $7,518 | $2,788+169.7% | $2,649+183.8% | $4,156+80.9% |
| Participant deferral / active EE | $7,619 | $4,410+72.8% | $4,123+84.8% | $6,407+18.9% |
| Admin fee / account holder | $4,461 | $5,336-16.4% | $5,150-13.4% | $12,270-63.6% |