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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 | $3,612 | $112,184-96.8% | - | $145,884-97.5% |
| Participation rate | 50.0% | 68.9%-18.9pp | - | 80.3%-30.3pp |
| Annual return | 5.48% | 21.73%-16.2pp | - | 551.85%-546.4pp |
| Employer contribution / active EE | $0 | $5,728-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,637-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $1,348 | $6,256-78.5% | - | $13,392-89.9% |