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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 | $72,471-71.5% | $94,215-78.1% | $86,983-76.3% |
| Participation rate | 10.7% | 63.9%-53.1pp | 70.0%-59.2pp | 69.5%-58.8pp |
| Annual return | 9.53% | 26.44%-16.9pp | 28.22%-18.7pp | 25.83%-16.3pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,829 | $6,468-56.3% | $10,216-72.3% | $7,856-64.0% |