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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 | $39,243 | $81,358-51.8% | $155,556-74.8% | $80,959-51.5% |
| Participation rate | 10.3% | 66.3%-56.0pp | 78.2%-68.0pp | 67.7%-57.4pp |
| Annual return | 10.21% | 33.39%-23.2pp | 64.84%-54.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $31,866 | $7,994+298.6% | $15,885+100.6% | $6,925+360.1% |