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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 | $7,893 | $29,736-73.5% | $56,033-85.9% | $80,935-90.2% |
| Participation rate | 5.6% | 41.7%-36.1pp | 52.5%-46.9pp | 67.7%-62.1pp |
| Annual return | 8.01% | 35.28%-27.3pp | 1711.38%-1703.4pp | 35.66%-27.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,115 | $2,434+69.1% | $2,827+45.5% | $6,924-40.6% |