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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 | $32,071 | $55,446-42.2% | $155,574-79.4% | $74,429-56.9% |
| Participation rate | 28.7% | 61.9%-33.2pp | 78.2%-49.5pp | 67.2%-38.5pp |
| Annual return | 5.90% | 269.20%-263.3pp | 64.87%-59.0pp | 1368.38%-1362.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $52,014 | $1,743+2884.2% | $15,914+226.8% | $1,944+2575.2% |