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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 | $38,179 | $199,109-80.8% | $173,730-78.0% | $154,746-75.3% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.6%-59.6pp | 80.7%-60.7pp |
| Annual return | -7.61% | 20.02%-27.6pp | 19.96%-27.6pp | 172.34%-180.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,475 | $20,916-30.8% | $17,523-17.4% | $14,365+0.8% |