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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 | $110,968 | $149,778-25.9% | $118,946-6.7% | $158,966-30.2% |
| Participation rate | 33.3% | 82.1%-48.8pp | 75.4%-42.1pp | 82.0%-48.6pp |
| Annual return | 0.98% | 19.95%-19.0pp | 35.89%-34.9pp | 302.95%-302.0pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,977,023 | $8,604+22877.0% | $6,581+29942.0% | $11,250+17473.6% |