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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 | $25,615 | $59,839-57.2% | $81,988-68.8% | $79,858-67.9% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.3%-19.3pp | 69.6%-19.6pp |
| Annual return | 3.83% | 17.56%-13.7pp | 41.31%-37.5pp | 31.72%-27.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,680 | $4,287+9.2% | $5,665-17.4% | $5,306-11.8% |