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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 | $56,151 | $177,353-68.3% | $158,226-64.5% | $198,609-71.7% |
| Participation rate | 33.3% | 77.0%-43.7pp | 74.8%-41.5pp | 82.4%-49.0pp |
| Annual return | -55.20% | 599.50%-654.7pp | 501.41%-556.6pp | 202.70%-257.9pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7,951 | $10,960-27.5% | $10,217-22.2% | $19,030-58.2% |