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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 | $45,862 | $29,670+54.6% | $56,054-18.2% | $80,911-43.3% |
| Participation rate | 6.3% | 41.7%-35.4pp | 52.5%-46.2pp | 67.6%-61.4pp |
| Annual return | 8.98% | 35.24%-26.3pp | 1705.95%-1697.0pp | 35.63%-26.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,454 | $2,431+453.5% | $2,822+376.7% | $6,935+94.0% |