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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 | $30,982 | $52,353-40.8% | $120,225-74.2% | $82,448-62.4% |
| Participation rate | 20.0% | 58.3%-38.3pp | 69.6%-49.6pp | 68.1%-48.1pp |
| Annual return | 11.83% | 61.85%-50.0pp | 439.23%-427.4pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,476 | $4,363-43.3% | $5,696-56.5% | $7,234-65.8% |