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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 | $165,584-70.5% | $142,942-65.9% | $137,256-64.5% |
| Participation rate | 16.7% | 80.1%-63.4pp | 76.8%-60.2pp | 80.0%-63.3pp |
| Annual return | -0.96% | 164.22%-165.2pp | 113.70%-114.7pp | 220.34%-221.3pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,287 | $16,167-61.1% | $12,475-49.6% | $12,270-48.8% |