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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 | $26,210 | $755,339-96.5% | $379,746-93.1% | $158,966-83.5% |
| Participation rate | 22.7% | 81.8%-59.0pp | 78.4%-55.7pp | 82.0%-59.2pp |
| Annual return | -20.60% | 53.41%-74.0pp | 34.90%-55.5pp | 302.95%-323.5pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $756 | $14,482-94.8% | $7,927-90.5% | $11,250-93.3% |