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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 | $29,178 | $60,349-51.7% | $74,184-60.7% | $62,881-53.6% |
| Participation rate | 56.0% | 72.7%-16.8pp | 76.6%-20.7pp | 69.3%-13.4pp |
| Annual return | -22.38% | 21.38%-43.8pp | 17.74%-40.1pp | 20.14%-42.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,949 | $4,261-7.3% | $5,586-29.3% | $4,296-8.1% |