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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 | $22,480 | $73,546-69.4% | $63,018-64.3% | $147,586-84.8% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.8%-36.3pp | 82.8%-44.4pp |
| Annual return | 6.07% | 175.56%-169.5pp | 87.62%-81.6pp | 578.59%-572.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,368 | $5,956+124.5% | $3,601+271.3% | $10,886+22.8% |