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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 | $73,599 | $107,368-31.5% | $92,915-20.8% | $152,909-51.9% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.5%-36.3pp |
| Annual return | -2.46% | 145.64%-148.1pp | 109.45%-111.9pp | 345.46%-347.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $972 | $7,082-86.3% | $5,796-83.2% | $11,601-91.6% |