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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 | $40,087 | $75,935-47.2% | $60,547-33.8% | $125,389-68.0% |
| Participation rate | 64.3% | 76.5%-12.3pp | 68.0%-3.7pp | 83.2%-18.9pp |
| Annual return | -7.25% | -5.38%-1.9pp | 335.64%-342.9pp | 282.24%-289.5pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,141 | $6,768-68.4% | $4,536-52.8% | $9,541-77.6% |