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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 | $44,766 | $77,472-42.2% | $100,392-55.4% | $80,935-44.7% |
| Participation rate | 6.4% | 76.9%-70.6pp | 81.5%-75.1pp | 67.7%-61.3pp |
| Annual return | 10.86% | 37.26%-26.4pp | 49.45%-38.6pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,090-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,210 | $5,885+22.5% | $7,904-8.8% | $6,924+4.1% |