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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 | $46,013 | $48,337-4.8% | $67,560-31.9% | $80,959-43.2% |
| Participation rate | 48.6% | 66.4%-17.9pp | 72.9%-24.4pp | 67.7%-19.1pp |
| Annual return | 8.15% | 18.26%-10.1pp | 3533.50%-3525.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,345 | $3,695-9.5% | $3,994-16.3% | $6,925-51.7% |