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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 | $53,063-9.0% | $124,206-61.1% | $82,637-41.6% |
| Participation rate | 0.0% | 58.4%-58.4pp | 69.6%-69.6pp | 68.1%-68.1pp |
| Annual return | 4.74% | 68.87%-64.1pp | 515.27%-510.5pp | 53.51%-48.8pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $69,514 | $4,281+1523.8% | $5,929+1072.5% | $7,339+847.2% |