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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 | $1,933 | $27,943-93.1% | $58,507-96.7% | $75,177-97.4% |
| Participation rate | 9.5% | 38.8%-29.3pp | 50.9%-41.3pp | 67.2%-57.7pp |
| Annual return | 11.05% | 44.22%-33.2pp | 4252.32%-4241.3pp | 160.75%-149.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,922-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,575 | $1,727+280.7% | $2,486+164.5% | $5,651+16.3% |