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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 | $72,320 | $85,171-15.1% | $172,753-58.1% | $72,976-0.9% |
| Participation rate | 48.0% | 70.1%-22.1pp | 82.6%-34.6pp | 69.5%-21.5pp |
| Annual return | 6.33% | 27.32%-21.0pp | 803.00%-796.7pp | 81.02%-74.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,667 | $5,880+166.4% | $13,956+12.3% | $5,124+205.7% |