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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 | $58,863 | $137,414-57.2% | $189,520-68.9% | $85,856-31.4% |
| Participation rate | 30.5% | 84.6%-54.1pp | 87.8%-57.3pp | 69.3%-38.8pp |
| Annual return | 8.31% | 38.14%-29.8pp | 555.25%-546.9pp | 318.58%-310.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,880 | $8,630-43.5% | $12,046-59.5% | $6,261-22.1% |