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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 | $23,646 | $68,097-65.3% | $62,929-62.4% | $137,256-82.8% |
| Participation rate | 63.2% | 77.4%-14.3pp | 73.1%-10.0pp | 80.0%-16.8pp |
| Annual return | 4.49% | 1859.11%-1854.6pp | 1063.93%-1059.4pp | 220.34%-215.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $930 | $6,521-85.7% | $5,065-81.6% | $12,270-92.4% |