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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 | $38,179 | $178,174-78.6% | $156,181-75.6% | $137,256-72.2% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.8%-58.8pp | 80.0%-60.0pp |
| Annual return | -7.61% | 84.19%-91.8pp | 64.87%-72.5pp | 220.34%-228.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,475 | $17,404-16.8% | $14,586-0.8% | $12,270+18.0% |