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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 | $83,197 | $289,211-71.2% | $260,467-68.1% | $198,609-58.1% |
| Participation rate | 12.5% | 83.1%-70.6pp | 80.5%-68.0pp | 82.4%-69.9pp |
| Annual return | -7.51% | 112.90%-120.4pp | 100.60%-108.1pp | 202.70%-210.2pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,164 | $16,236-43.6% | $15,461-40.7% | $19,030-51.8% |