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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 | $53,063-41.6% | $124,206-75.1% | $82,637-62.5% |
| Participation rate | 20.0% | 58.4%-38.4pp | 69.6%-49.6pp | 68.1%-48.1pp |
| Annual return | 11.83% | 68.87%-57.0pp | 515.27%-503.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,476 | $4,281-42.2% | $5,929-58.2% | $7,339-66.3% |