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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 | $36,909 | $65,555-43.7% | $86,216-57.2% | $75,173-50.9% |
| Participation rate | 48.5% | 60.5%-12.0pp | 69.0%-20.5pp | 67.2%-18.7pp |
| Annual return | 10.60% | 46.07%-35.5pp | 1169.42%-1158.8pp | 160.72%-150.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,727 | $5,469+114.4% | $6,853+71.1% | $5,651+107.5% |