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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 | $53,477 | $73,787-27.5% | $98,716-45.8% | $82,448-35.1% |
| Participation rate | 41.0% | 61.4%-20.4pp | 69.3%-28.3pp | 68.1%-27.0pp |
| Annual return | 11.52% | 18.57%-7.0pp | 31.81%-20.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,054 | $6,500-68.4% | $8,703-76.4% | $7,234-71.6% |