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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 | $11,150 | $48,327-76.9% | $67,575-83.5% | $80,935-86.2% |
| Participation rate | 18.2% | 66.4%-48.2pp | 72.9%-54.7pp | 67.7%-49.5pp |
| Annual return | 10.74% | 18.31%-7.6pp | 3528.98%-3518.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,810 | $3,692+30.3% | $3,993+20.5% | $6,924-30.5% |