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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 | $19,608 | $109,344-82.1% | $89,400-78.1% | $158,950-87.7% |
| Participation rate | 68.8% | 74.3%-5.5pp | 68.0%+0.8pp | 82.0%-13.2pp |
| Annual return | -3.50% | 345.73%-349.2pp | 245.64%-249.1pp | 302.91%-306.4pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,687 | $6,154+122.4% | $4,882+180.4% | $11,248+21.7% |