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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 | $74,915 | $81,476-8.1% | $102,383-26.8% | $80,925-7.4% |
| Participation rate | 31.3% | 66.8%-35.5pp | 74.5%-43.2pp | 67.7%-36.3pp |
| Annual return | 8.83% | 25.59%-16.8pp | 24.94%-16.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,772 | $6,717-43.8% | $8,391-55.0% | $6,940-45.7% |