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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 | $41,487 | $78,707-47.3% | $117,861-64.8% | $70,126-40.8% |
| Participation rate | 22.5% | 73.2%-50.7pp | 79.7%-57.2pp | 69.5%-47.0pp |
| Annual return | 11.63% | 23.30%-11.7pp | 335.11%-323.5pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $771 | $5,066-84.8% | $8,021-90.4% | $4,645-83.4% |