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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 | $44,602 | $68,412-34.8% | $94,679-52.9% | $75,181-40.7% |
| Participation rate | 16.9% | 76.1%-59.2pp | 80.8%-64.0pp | 67.2%-50.3pp |
| Annual return | 14.41% | 616.91%-602.5pp | 156.75%-142.3pp | 160.69%-146.3pp |
| 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 | $25,244 | $5,326+374.0% | $7,233+249.0% | $5,650+346.8% |