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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 | $100,279-92.0% | $81,353-90.1% | $145,884-94.5% |
| Participation rate | 47.6% | 74.3%-26.6pp | 69.5%-21.9pp | 80.3%-32.7pp |
| Annual return | -14.03% | 34.49%-48.5pp | 24.82%-38.8pp | 551.85%-565.9pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,237 | $8,206-48.4% | $5,766-26.5% | $13,392-68.4% |