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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 | $63,297 | $105,623-40.1% | $87,502-27.7% | $273,972-76.9% |
| Participation rate | 69.6% | 78.2%-8.6pp | 73.8%-4.3pp | 83.0%-13.5pp |
| Annual return | -1.59% | 12.26%-13.8pp | 12.21%-13.8pp | 41.46%-43.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $40,185 | $4,781+740.6% | $4,221+852.1% | $10,133+296.6% |