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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 | $42,111 | $89,248-52.8% | $136,007-69.0% | $74,546-43.5% |
| Participation rate | 1.8% | 69.4%-67.6pp | 76.5%-74.7pp | 67.2%-65.4pp |
| Annual return | 4.91% | 22.76%-17.9pp | 579.32%-574.4pp | 1366.03%-1361.1pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,215-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,024-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1,893 | $1,545+22.5% | $6,858-72.4% | $1,944-2.6% |