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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 | $20,629 | $69,444-70.3% | $92,985-77.8% | $87,485-76.4% |
| Participation rate | 10.7% | 63.3%-52.6pp | 69.5%-58.8pp | 68.9%-58.2pp |
| Annual return | 9.53% | 23.85%-14.3pp | 27.99%-18.5pp | 26.06%-16.5pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,829 | $6,137-53.9% | $9,463-70.1% | $7,775-63.6% |