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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 | $49,023 | $68,878-28.8% | $120,574-59.3% | $80,935-39.4% |
| Participation rate | 60.0% | 61.7%-1.7pp | 71.9%-11.9pp | 67.7%-7.7pp |
| Annual return | -12.67% | 23.67%-36.3pp | 107.42%-120.1pp | 35.66%-48.3pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $947 | $5,782-83.6% | $9,445-90.0% | $6,924-86.3% |