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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 | $36,312 | $75,832-52.1% | $147,617-75.4% | $59,633-39.1% |
| Participation rate | 51.9% | 71.6%-19.7pp | 84.6%-32.8pp | 68.7%-16.8pp |
| Annual return | -4.49% | 0.37%-4.9pp | 61.98%-66.5pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,535 | $5,986+9.2% | $11,612-43.7% | $4,297+52.1% |