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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 | $48,274 | $56,116-14.0% | $135,768-64.4% | $86,983-44.5% |
| Participation rate | 0.0% | 60.1%-60.1pp | 71.1%-71.1pp | 69.5%-69.5pp |
| Annual return | 4.74% | 125.33%-120.6pp | 526.10%-521.4pp | 25.83%-21.1pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,977-100.0% | $4,194-100.0% |
| Admin fee / account holder | $69,514 | $4,314+1511.4% | $7,048+886.2% | $7,856+784.9% |