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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 | $47,202 | $85,171-44.6% | $172,753-72.7% | $72,976-35.3% |
| Participation rate | 65.8% | 70.1%-4.3pp | 82.6%-16.9pp | 69.5%-3.7pp |
| Annual return | 10.30% | 27.32%-17.0pp | 803.00%-792.7pp | 81.02%-70.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,888 | $5,880+85.2% | $13,956-22.0% | $5,124+112.5% |