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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 | $148,699 | $47,479+213.2% | $62,929+136.3% | $82,448+80.4% |
| Participation rate | 44.4% | 66.9%-22.4pp | 73.1%-28.7pp | 68.1%-23.6pp |
| Annual return | 3.98% | 20.34%-16.4pp | 1063.93%-1059.9pp | 41.64%-37.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $256,084 | $3,804+6632.4% | $5,065+4956.4% | $7,234+3439.8% |