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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 | $180,749-54.0% | $160,784-48.3% | $137,256-39.4% |
| Participation rate | 12.5% | 80.0%-67.5pp | 77.0%-64.5pp | 80.0%-67.5pp |
| Annual return | -7.51% | 2234.46%-2242.0pp | 1803.92%-1811.4pp | 220.34%-227.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,164 | $10,397-11.9% | $9,717-5.7% | $12,270-25.3% |