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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 | $47,719 | $106,005-55.0% | $92,239-48.3% | $147,585-67.7% |
| Participation rate | 36.4% | 80.4%-44.1pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 6.92% | 50.05%-43.1pp | 176.29%-169.4pp | 578.58%-571.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $138,548 | $6,333+2087.8% | $5,194+2567.5% | $10,886+1172.8% |