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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 | $36,417 | $80,753-54.9% | $136,298-73.3% | $62,293-41.5% |
| Participation rate | 67.0% | 73.5%-6.5pp | 81.9%-14.9pp | 69.5%-2.5pp |
| Annual return | 13.70% | 35.83%-22.1pp | 5156.27%-5142.6pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $10,729 | $525+1942.0% | $9,244+16.1% | $479+2138.3% |