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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 | $54,317 | $76,407-28.9% | $150,298-63.9% | $82,448-34.1% |
| Participation rate | 2.2% | 66.4%-64.2pp | 77.8%-75.5pp | 68.1%-65.8pp |
| Annual return | 6.90% | 39.99%-33.1pp | 62.79%-55.9pp | 41.64%-34.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $52,367 | $6,352+724.4% | $14,116+271.0% | $7,234+623.9% |