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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 | $20,801 | $45,082-53.9% | $69,464-70.1% | $72,975-71.5% |
| Participation rate | 21.5% | 68.5%-47.0pp | 74.6%-53.1pp | 69.5%-48.0pp |
| Annual return | 5.13% | 22.66%-17.5pp | 28.98%-23.8pp | 81.01%-75.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,180 | $3,057+102.2% | $3,840+60.9% | $5,124+20.6% |