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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 | $50,554-43.9% | $67,681-58.1% | $87,485-67.6% |
| Participation rate | 3.7% | 67.7%-64.0pp | 73.7%-70.0pp | 68.9%-65.2pp |
| Annual return | 8.74% | 17.81%-9.1pp | 590.58%-581.8pp | 26.06%-17.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,004 | $4,132-3.1% | $6,100-34.4% | $7,775-48.5% |