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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 | $48,432 | $63,346-23.5% | $92,240-47.5% | $70,126-30.9% |
| Participation rate | 14.3% | 68.7%-54.4pp | 76.5%-62.2pp | 69.5%-55.3pp |
| Annual return | -2.03% | 530.19%-532.2pp | 176.29%-178.3pp | 73.15%-75.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $22,711 | $3,841+491.3% | $5,194+337.3% | $4,645+388.9% |