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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 | $46,039 | $100,203-54.1% | $85,240-46.0% | $145,897-68.4% |
| Participation rate | 8.3% | 74.1%-65.8pp | 67.5%-59.2pp | 80.3%-72.0pp |
| Annual return | 7.66% | 84.28%-76.6pp | 66.75%-59.1pp | 552.29%-544.6pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,141 | $7,265+80.9% | $6,165+113.2% | $13,390-1.9% |