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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 | $73,611 | $123,155-40.2% | $108,753-32.3% | $155,188-52.6% |
| Participation rate | 31.3% | 75.6%-44.4pp | 71.1%-39.8pp | 80.8%-49.6pp |
| Annual return | 2.82% | 44.73%-41.9pp | 37.47%-34.7pp | 148.84%-146.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,921 | $12,126-84.2% | $10,320-81.4% | $14,480-86.7% |