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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 | $59,513 | $85,766-30.6% | $136,298-56.3% | $70,126-15.1% |
| Participation rate | 6.9% | 74.2%-67.3pp | 81.9%-75.0pp | 69.5%-62.6pp |
| Annual return | 12.59% | 31.46%-18.9pp | 5156.27%-5143.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,991 | $5,421+84.3% | $9,244+8.1% | $4,645+115.1% |