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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 | $10,420 | $25,014-58.3% | $69,623-85.0% | $80,935-87.1% |
| Participation rate | 0.0% | 64.2%-64.2pp | 66.4%-66.4pp | 67.7%-67.7pp |
| Annual return | -52.29% | 19.08%-71.4pp | 101.23%-153.5pp | 35.66%-87.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,840-100.0% | $2,890-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,385 | $2,491+798.7% | $4,696+376.7% | $6,924+223.3% |