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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 | $20,233 | $60,139-66.4% | $90,461-77.6% | $79,856-74.7% |
| Participation rate | 12.7% | 65.0%-52.3pp | 72.7%-60.0pp | 69.6%-57.0pp |
| Annual return | 3.78% | 71.96%-68.2pp | 1294.76%-1291.0pp | 31.71%-27.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $561 | $3,978-85.9% | $5,617-90.0% | $5,306-89.4% |