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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 | $89,225-52.8% | $136,072-69.1% | $74,459-43.4% |
| Participation rate | 1.8% | 69.4%-67.6pp | 76.4%-74.6pp | 67.2%-65.4pp |
| Annual return | 4.91% | 22.76%-17.9pp | 580.46%-575.6pp | 1369.70%-1364.8pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,216-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,028-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,893 | $1,545+22.5% | $6,718-71.8% | $1,945-2.7% |