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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 | $37,438 | $94,529-60.4% | $140,019-73.3% | $64,173-41.7% |
| Participation rate | 68.0% | 84.1%-16.1pp | 87.5%-19.5pp | 69.6%-1.6pp |
| Annual return | -9.52% | 7.77%-17.3pp | 651.15%-660.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,455 | $6,741-78.4% | $10,705-86.4% | $4,887-70.2% |