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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 | $29,783 | $60,128-50.5% | $90,440-67.1% | $79,852-62.7% |
| Participation rate | 67.7% | 65.0%+2.7pp | 72.7%-4.9pp | 69.6%-1.9pp |
| Annual return | 6.71% | 71.95%-65.2pp | 1294.38%-1287.7pp | 31.72%-25.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,503 | $3,977+88.6% | $5,615+33.6% | $5,306+41.4% |