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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 | $5,292 | $72,071-92.7% | $68,368-92.3% | $137,256-96.1% |
| Participation rate | 26.1% | 76.2%-50.1pp | 73.8%-47.7pp | 80.0%-53.9pp |
| Annual return | 8.68% | 353.14%-344.5pp | 292.57%-283.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $366 | $5,336-93.1% | $5,150-92.9% | $12,270-97.0% |