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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 | $22,670 | $47,944-52.7% | $67,834-66.6% | $62,881-63.9% |
| Participation rate | 39.0% | 61.1%-22.1pp | 68.8%-29.8pp | 69.3%-30.3pp |
| Annual return | 1.16% | 11.77%-10.6pp | 138.47%-137.3pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,695 | $3,712-0.5% | $4,622-20.1% | $4,296-14.0% |