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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 | $47,290 | $27,924+69.3% | $58,544-19.2% | $75,181-37.1% |
| Participation rate | 4.3% | 38.8%-34.6pp | 50.9%-46.6pp | 67.2%-62.9pp |
| Annual return | 14.09% | 44.20%-30.1pp | 4249.56%-4235.5pp | 160.69%-146.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $40,346 | $1,726+2237.3% | $2,520+1501.2% | $5,650+614.1% |