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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 | $68,592 | $112,729-39.2% | $98,716-30.5% | $137,256-50.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 7.38% | 38.48%-31.1pp | 31.81%-24.4pp | 220.34%-213.0pp |
| Employer contribution / active EE | $1,763 | $2,725-35.3% | $2,279-22.6% | $4,156-57.6% |
| Participant deferral / active EE | $2,786 | $4,640-40.0% | $4,048-31.2% | $6,407-56.5% |
| Admin fee / account holder | $57,444 | $10,129+467.2% | $8,703+560.1% | $12,270+368.2% |