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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 | $59,930 | $124,346-51.8% | $111,306-46.2% | $167,553-64.2% |
| Participation rate | 30.8% | 79.6%-48.9pp | 77.3%-46.6pp | 82.1%-51.3pp |
| Annual return | 6.95% | 37.46%-30.5pp | 54.67%-47.7pp | 478.89%-471.9pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,137 | $10,623-79.9% | $7,966-73.2% | $12,316-82.7% |