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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 | $102,595-81.3% | $94,057-79.6% | $154,746-87.6% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | -26.91% | 583.42%-610.3pp | 480.62%-507.5pp | 172.34%-199.2pp |
| Employer contribution / active EE | $7,518 | $3,147+138.9% | $2,933+156.3% | $4,379+71.7% |
| Participant deferral / active EE | $7,619 | $5,118+48.9% | $4,709+61.8% | $6,730+13.2% |
| Admin fee / account holder | $4,461 | $7,736-42.3% | $7,244-38.4% | $14,365-68.9% |