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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 | $48,779 | $182,823-73.3% | $161,596-69.8% | $198,609-75.4% |
| Participation rate | 16.7% | 81.5%-64.8pp | 80.7%-64.0pp | 82.4%-65.7pp |
| Annual return | -0.96% | 484.64%-485.6pp | 389.92%-390.9pp | 202.70%-203.7pp |
| Employer contribution / active EE | $0 | $4,109-100.0% | $3,977-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $7,056-100.0% | $6,750-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,287 | $15,687-59.9% | $13,161-52.2% | $19,030-67.0% |