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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 | $47,335 | $83,485-43.3% | $125,192-62.2% | $72,975-35.1% |
| Participation rate | 20.4% | 73.3%-52.9pp | 79.8%-59.4pp | 69.5%-49.1pp |
| Annual return | 15.19% | 25.77%-10.6pp | 43.79%-28.6pp | 81.01%-65.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,373 | $5,518-75.1% | $9,704-85.9% | $5,124-73.2% |