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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 | $34,125 | $51,638-33.9% | $129,406-73.6% | $80,959-57.8% |
| Participation rate | 3.1% | 56.9%-53.8pp | 69.6%-66.5pp | 67.7%-64.5pp |
| Annual return | 9.30% | 20.78%-11.5pp | 9468.18%-9458.9pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,352 | $4,313+70.5% | $7,689-4.4% | $6,925+6.2% |