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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 | $33,767 | $63,861-47.1% | $104,625-67.7% | $79,852-57.7% |
| Participation rate | 3.1% | 64.9%-61.8pp | 74.1%-70.9pp | 69.6%-66.5pp |
| Annual return | 1.40% | 21.30%-19.9pp | 340.60%-339.2pp | 31.72%-30.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $33,213 | $4,185+693.6% | $6,465+413.8% | $5,306+525.9% |