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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 | $143,090 | $109,908+30.2% | $97,161+47.3% | $145,978-2.0% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | -28.32% | 243.80%-272.1pp | 75.36%-103.7pp | 550.52%-578.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,951 | $6,213+28.0% | $5,647+40.8% | $13,400-40.7% |