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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 | $85,010 | $83,898+1.3% | $133,346-36.2% | $94,015-9.6% |
| Participation rate | 44.4% | 63.4%-18.9pp | 72.8%-28.4pp | 70.8%-26.4pp |
| Annual return | 10.42% | 16.00%-5.6pp | 36.85%-26.4pp | 17.84%-7.4pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,992 | $7,809-74.5% | $14,264-86.0% | $8,951-77.7% |