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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 | $111,233-96.8% | - | $145,978-97.5% |
| Participation rate | 50.0% | 68.6%-18.6pp | - | 80.3%-30.3pp |
| Annual return | 5.48% | 21.25%-15.8pp | - | 550.52%-545.0pp |
| Employer contribution / active EE | $0 | $5,741-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,626-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $1,348 | $6,147-78.1% | - | $13,400-89.9% |