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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 | $57,773 | $68,412-15.6% | $94,679-39.0% | $75,181-23.2% |
| Participation rate | 44.0% | 76.1%-32.1pp | 80.8%-36.8pp | 67.2%-23.2pp |
| Annual return | 14.85% | 616.91%-602.1pp | 156.75%-141.9pp | 160.69%-145.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $23,368 | $5,326+338.8% | $7,233+223.1% | $5,650+313.6% |