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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 | $1,935 | $29,319-93.4% | $52,425-96.3% | $82,448-97.7% |
| Participation rate | 31.3% | 46.9%-15.6pp | 55.6%-24.4pp | 68.1%-36.8pp |
| Annual return | 13.16% | 535.20%-522.0pp | 302.12%-289.0pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $301 | $1,962-84.7% | $2,495-87.9% | $7,234-95.8% |