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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 | $81,276-41.0% | $155,574-69.2% | $80,925-40.7% |
| Participation rate | 13.8% | 66.2%-52.5pp | 78.2%-64.4pp | 67.7%-53.9pp |
| Annual return | -2.15% | 33.36%-35.5pp | 64.87%-67.0pp | 35.65%-37.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,814 | $7,993-14.8% | $15,914-57.2% | $6,940-1.8% |