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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 | $172,851 | $104,650+65.2% | $83,854+106.1% | $155,188+11.4% |
| Participation rate | 25.0% | 65.1%-40.1pp | 59.1%-34.1pp | 80.8%-55.8pp |
| Annual return | -40.75% | 28.97%-69.7pp | 31.39%-72.1pp | 148.84%-189.6pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $70,172 | $3,518+1894.5% | $3,197+2095.1% | $14,480+384.6% |