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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 | $24,444 | $95,406-74.4% | $185,849-86.8% | $85,847-71.5% |
| Participation rate | 20.3% | 68.8%-48.4pp | 81.7%-61.4pp | 69.3%-49.0pp |
| Annual return | 7.63% | 23.59%-16.0pp | 122.10%-114.5pp | 318.61%-311.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,086 | $7,214-15.6% | $16,244-62.5% | $6,261-2.8% |