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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 | $23,750 | $72,177-67.1% | $115,038-79.4% | $59,633-60.2% |
| Participation rate | 54.5% | 72.6%-18.0pp | 81.4%-26.8pp | 68.7%-14.1pp |
| Annual return | -21.47% | 12.02%-33.5pp | 26.14%-47.6pp | 2041.45%-2062.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,040 | $4,927-78.9% | $8,175-87.3% | $4,297-75.8% |