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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 | $9,974 | $99,921-90.0% | $85,009-88.3% | $145,959-93.2% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | -8.55% | 83.89%-92.4pp | 66.47%-75.0pp | 561.95%-570.5pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,046 | $5,293+14.2% | $4,522+33.7% | $6,689-9.6% |
| Admin fee / account holder | $7,950 | $7,252+9.6% | $6,153+29.2% | $13,398-40.7% |