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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 | $79,629 | $190,916-58.3% | $160,037-50.2% | $134,545-40.8% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.7pp | 81.2%-47.9pp |
| Annual return | -22.58% | 552.79%-575.4pp | 408.95%-431.5pp | 418.37%-441.0pp |
| Employer contribution / active EE | $4,585 | $4,996-8.2% | $4,226+8.5% | $4,742-3.3% |
| Participant deferral / active EE | $6,833 | $6,925-1.3% | $6,184+10.5% | $6,401+6.7% |
| Admin fee / account holder | $7,489 | $10,497-28.7% | $8,716-14.1% | $11,431-34.5% |