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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 | $53,142 | $154,754-65.7% | $124,206-57.2% | $138,895-61.7% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.6%-14.0pp | 79.9%-24.4pp |
| Annual return | 8.75% | 709.28%-700.5pp | 515.27%-506.5pp | 145.39%-136.6pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,777 | $6,690-58.5% | $5,929-53.2% | $12,562-77.9% |