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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 | $34,004 | $99,875-66.0% | $146,866-76.8% | $86,983-60.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | -15.26% | 28.10%-43.4pp | 102.85%-118.1pp | 25.83%-41.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,413 | $7,838+7.3% | $13,620-38.2% | $7,856+7.1% |