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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 | $48,008 | $166,131-71.1% | $164,975-70.9% | $145,877-67.1% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | -38.19% | 100.37%-138.6pp | 70.12%-108.3pp | 551.28%-589.5pp |
| Employer contribution / active EE | $18,599 | $5,276+252.5% | $4,343+328.3% | $4,663+298.9% |
| Participant deferral / active EE | $31,463 | $6,962+351.9% | $6,033+421.5% | $6,691+370.3% |
| Admin fee / account holder | $54,947 | $16,648+230.1% | $12,688+333.1% | $13,402+310.0% |