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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 | $160,939 | $103,008+56.2% | $90,304+78.2% | $152,897+5.3% |
| Participation rate | 11.1% | 75.9%-64.8pp | 73.3%-62.2pp | 82.5%-71.3pp |
| Annual return | -14.40% | 95.22%-109.6pp | 78.13%-92.5pp | 345.43%-359.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,733 | $6,175-39.5% | $5,354-30.3% | $11,599-67.8% |