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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 | $56,024 | $43,496+28.8% | $161,489-65.3% | $64,340-12.9% |
| Participation rate | 4.0% | 53.5%-49.5pp | 78.7%-74.7pp | 55.2%-51.2pp |
| Annual return | 7.60% | 20.76%-13.2pp | 89.72%-82.1pp | 24.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $35,187 | $2,330+1409.9% | $16,006+119.8% | $3,703+850.3% |