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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 | $32,261 | $217,427-85.2% | $185,837-82.6% | $167,518-80.7% |
| Participation rate | 28.6% | 86.0%-57.5pp | 81.7%-53.1pp | 82.1%-53.5pp |
| Annual return | -8.88% | 148.39%-157.3pp | 122.08%-131.0pp | 478.71%-487.6pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,254 | $19,816-88.6% | $16,241-86.1% | $12,312-81.7% |