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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 | $22,608 | $39,132-42.2% | $57,196-60.5% | $62,881-64.0% |
| Participation rate | 65.2% | 70.5%-5.3pp | 75.3%-10.1pp | 69.3%-4.1pp |
| Annual return | -2.93% | 9.24%-12.2pp | 14.59%-17.5pp | 20.14%-23.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $357 | $2,594-86.2% | $3,141-88.6% | $4,296-91.7% |