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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 | $32,245 | $109,782-70.6% | $260,467-87.6% | $94,015-65.7% |
| Participation rate | 0.0% | 67.2%-67.2pp | 80.5%-80.5pp | 70.8%-70.8pp |
| Annual return | 10.10% | 18.60%-8.5pp | 100.60%-90.5pp | 17.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $6,319-100.0% | $4,249-100.0% |
| Admin fee / account holder | $99,309 | $11,958+730.5% | $15,461+542.3% | $8,951+1009.5% |