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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 | $60,885 | $27,639+120.3% | $61,501-1.0% | $68,490-11.1% |
| Participation rate | 5.3% | 39.5%-34.2pp | 52.6%-47.3pp | 67.9%-62.6pp |
| Annual return | -23.22% | -13.19%-10.0pp | 339.04%-362.3pp | -7.85%-15.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $301 | $2,012-85.1% | $2,132-85.9% | $5,403-94.4% |