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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 | $8,021 | $100,262-92.0% | $81,370-90.1% | $145,897-94.5% |
| Participation rate | 47.6% | 74.3%-26.7pp | 69.5%-21.9pp | 80.3%-32.7pp |
| Annual return | -14.03% | 34.52%-48.6pp | 24.85%-38.9pp | 552.29%-566.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,237 | $8,163-48.1% | $5,749-26.3% | $13,390-68.4% |