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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 | $15,976 | $57,305-72.1% | $86,640-81.6% | $75,173-78.7% |
| Participation rate | 8.8% | 63.2%-54.4pp | 71.7%-62.9pp | 67.2%-58.4pp |
| Annual return | 6.89% | 2674.24%-2667.3pp | 592.52%-585.6pp | 160.72%-153.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,993 | $4,116-51.6% | $5,616-64.5% | $5,651-64.7% |