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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 | $29,286 | $82,674-64.6% | $125,363-76.6% | $68,495-57.2% |
| Participation rate | 61.1% | 75.0%-13.9pp | 82.4%-21.3pp | 67.9%-6.8pp |
| Annual return | -26.70% | -5.97%-20.7pp | 572.15%-598.8pp | -7.84%-18.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $578 | $6,276-90.8% | $10,005-94.2% | $5,403-89.3% |