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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 | $27,312 | $63,346-56.9% | $92,240-70.4% | $70,126-61.1% |
| Participation rate | 22.6% | 68.7%-46.0pp | 76.5%-53.8pp | 69.5%-46.9pp |
| Annual return | -0.80% | 530.19%-531.0pp | 176.29%-177.1pp | 73.15%-74.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,289 | $3,841-40.4% | $5,194-55.9% | $4,645-50.7% |