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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 | $31,353 | $58,493-46.4% | $84,023-62.7% | $72,976-57.0% |
| Participation rate | 63.6% | 61.2%+2.4pp | 69.0%-5.4pp | 69.5%-5.9pp |
| Annual return | 6.69% | 28.93%-22.2pp | 71.32%-64.6pp | 81.02%-74.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $651 | $4,569-85.8% | $6,102-89.3% | $5,124-87.3% |