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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 | $127,527 | $227,399-43.9% | $189,758-32.8% | $198,609-35.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | -7.83% | 61.03%-68.9pp | 52.62%-60.5pp | 202.70%-210.5pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $358 | $25,162-98.6% | $20,388-98.2% | $19,030-98.1% |