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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 | $2,531 | $51,638-95.1% | $68,368-96.3% | $82,448-96.9% |
| Participation rate | 3.1% | 63.6%-60.5pp | 73.8%-70.6pp | 68.1%-64.9pp |
| Annual return | -6.16% | 37.53%-43.7pp | 292.57%-298.7pp | 41.64%-47.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,189 | $4,643-52.9% | $5,150-57.5% | $7,234-69.7% |