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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 | $47,980 | $81,358-41.0% | $155,556-69.2% | $80,959-40.7% |
| Participation rate | 13.8% | 66.3%-52.5pp | 78.2%-64.4pp | 67.7%-53.9pp |
| Annual return | -2.15% | 33.39%-35.5pp | 64.84%-67.0pp | 35.67%-37.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,814 | $7,994-14.8% | $15,885-57.1% | $6,925-1.6% |