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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 | $32,117 | $174,379-81.6% | $152,093-78.9% | $138,895-76.9% |
| Participation rate | 30.0% | 81.6%-51.6pp | 77.8%-47.8pp | 79.9%-49.9pp |
| Annual return | -18.62% | 74.86%-93.5pp | 66.36%-85.0pp | 145.39%-164.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $24,086 | $16,880+42.7% | $14,497+66.1% | $12,562+91.7% |