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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 | $41,193 | $63,365-35.0% | $91,994-55.2% | $72,976-43.6% |
| Participation rate | 62.5% | 72.5%-10.0pp | 78.6%-16.1pp | 69.5%-7.0pp |
| Annual return | 16.86% | 35.35%-18.5pp | 69.04%-52.2pp | 81.02%-64.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,393 | $4,670-70.2% | $7,744-82.0% | $5,124-72.8% |