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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 | $183,731 | $84,236+118.1% | $170,435+7.8% | $70,126+162.0% |
| Participation rate | 2.0% | 70.8%-68.8pp | 83.6%-81.6pp | 69.5%-67.5pp |
| Annual return | -32.15% | 23.06%-55.2pp | 205.94%-238.1pp | 73.15%-105.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,935 | $5,698+162.1% | $13,881+7.6% | $4,645+221.5% |