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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 | $59,446 | $60,128-1.1% | $90,440-34.3% | $79,852-25.6% |
| Participation rate | 67.6% | 65.0%+2.7pp | 72.7%-5.0pp | 69.6%-2.0pp |
| Annual return | 3.14% | 71.95%-68.8pp | 1294.38%-1291.2pp | 31.72%-28.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,241 | $3,977+56.9% | $5,615+11.2% | $5,306+17.6% |