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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 | $49,279 | $63,342-22.2% | $92,236-46.6% | $70,131-29.7% |
| Participation rate | 11.8% | 68.7%-56.9pp | 76.5%-64.7pp | 69.5%-57.8pp |
| Annual return | 9.34% | 530.15%-520.8pp | 176.29%-166.9pp | 73.14%-63.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,279 | $3,840+63.5% | $5,194+20.9% | $4,645+35.2% |