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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 | $114,013-83.2% | $103,693-81.5% | $155,188-87.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | -26.91% | 49.31%-76.2pp | 47.61%-74.5pp | 148.84%-175.8pp |
| Employer contribution / active EE | $7,518 | $3,131+140.1% | $2,920+157.4% | $4,248+77.0% |
| Participant deferral / active EE | $7,619 | $4,970+53.3% | $4,579+66.4% | $6,531+16.7% |
| Admin fee / account holder | $4,461 | $8,407-46.9% | $7,858-43.2% | $14,480-69.2% |