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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 | $36,212 | $59,107-38.7% | $86,439-58.1% | $68,495-47.1% |
| Participation rate | 6.4% | 75.2%-68.9pp | 80.3%-73.9pp | 67.9%-61.5pp |
| Annual return | -19.57% | -0.23%-19.3pp | 4395.55%-4415.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,585 | $5,637-54.1% | $6,732-61.6% | $5,403-52.2% |