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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 | $172,758-71.8% | $149,600-67.4% | $138,895-64.9% |
| Participation rate | 16.7% | 80.2%-63.5pp | 77.2%-60.5pp | 79.9%-63.3pp |
| Annual return | -0.96% | 181.17%-182.1pp | 129.59%-130.5pp | 145.39%-146.4pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,180-100.0% | $7,203-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,287 | $17,615-64.3% | $13,963-55.0% | $12,562-50.0% |