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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 | $24,444 | $45,087-45.8% | $69,483-64.8% | $72,976-66.5% |
| Participation rate | 9.3% | 68.5%-59.2pp | 74.6%-65.3pp | 69.5%-60.2pp |
| Annual return | 5.54% | 22.67%-17.1pp | 28.99%-23.5pp | 81.02%-75.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,604 | $3,057+148.7% | $3,841+98.0% | $5,124+48.4% |