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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 | $20,483 | $90,530-77.4% | $76,030-73.1% | $145,897-86.0% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 5.57% | 625.08%-619.5pp | 361.54%-356.0pp | 552.29%-546.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $68,205 | $8,383+713.6% | $6,421+962.3% | $13,390+409.4% |