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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 | $96,355 | $52,911+82.1% | $73,309+31.4% | $59,633+61.6% |
| Participation rate | 43.2% | 68.2%-25.0pp | 74.9%-31.7pp | 68.7%-25.4pp |
| Annual return | -6.35% | 12.20%-18.5pp | 5.67%-12.0pp | 2041.45%-2047.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,525 | $3,835+70.2% | $5,635+15.8% | $4,297+51.9% |