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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 | $15,544 | $46,464-66.5% | $150,298-89.7% | $79,634-80.5% |
| Participation rate | 0.0% | 57.0%-57.0pp | 77.8%-77.8pp | 62.5%-62.5pp |
| Annual return | 8.91% | 27.89%-19.0pp | 62.79%-53.9pp | 36.46%-27.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $10,569 | $891+1086.6% | $14,116-25.1% | $1,002+954.9% |