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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 | $27,324 | $65,364-58.2% | $92,909-70.6% | $72,975-62.6% |
| Participation rate | 11.3% | 68.3%-57.0pp | 76.0%-64.7pp | 69.5%-58.2pp |
| Annual return | -0.84% | 42.11%-42.9pp | 109.44%-110.3pp | 81.01%-81.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $17,643 | $4,251+315.0% | $5,795+204.4% | $5,124+244.3% |