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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 | $67,590 | $52,353+29.1% | $120,225-43.8% | $82,448-18.0% |
| Participation rate | 10.0% | 58.3%-48.3pp | 69.6%-59.6pp | 68.1%-58.1pp |
| Annual return | 13.11% | 61.85%-48.7pp | 439.23%-426.1pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,392 | $4,363+69.4% | $5,696+29.8% | $7,234+2.2% |