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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 | $38,616 | $100,139-61.4% | $85,187-54.7% | $145,884-73.5% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 4.39% | 84.15%-79.8pp | 66.67%-62.3pp | 551.85%-547.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,758 | $7,262-34.5% | $6,162-22.8% | $13,392-64.5% |