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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 | $69,061 | $152,592-54.7% | $125,180-44.8% | $152,885-54.8% |
| Participation rate | 19.0% | 83.3%-64.3pp | 79.8%-60.7pp | 82.5%-63.4pp |
| Annual return | -8.32% | 54.84%-63.2pp | 43.79%-52.1pp | 345.39%-353.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,069 | $13,435-62.3% | $9,703-47.8% | $11,598-56.3% |