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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 | $28,355 | $47,479-40.3% | $62,929-54.9% | $82,448-65.6% |
| Participation rate | 3.7% | 66.9%-63.2pp | 73.1%-69.4pp | 68.1%-64.4pp |
| Annual return | 8.74% | 20.34%-11.6pp | 1063.93%-1055.2pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,004 | $3,804+5.3% | $5,065-20.9% | $7,234-44.7% |