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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 | $8,937 | $97,125-90.8% | $86,233-89.6% | $137,256-93.5% |
| Participation rate | 31.6% | 74.2%-42.6pp | 69.0%-37.4pp | 80.0%-48.4pp |
| Annual return | -17.48% | 74.19%-91.7pp | 61.39%-78.9pp | 220.34%-237.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,461 | $9,725-2.7% | $8,342+13.4% | $12,270-22.9% |