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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,976 | $81,276-6.5% | $155,574-51.2% | $80,925-6.1% |
| Participation rate | 28.8% | 66.2%-37.4pp | 78.2%-49.4pp | 67.7%-38.8pp |
| Annual return | 2.10% | 33.36%-31.3pp | 64.87%-62.8pp | 35.65%-33.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $350 | $7,993-95.6% | $15,914-97.8% | $6,940-95.0% |