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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 | $2,985 | $37,156-92.0% | $83,854-96.4% | $86,983-96.6% |
| Participation rate | 35.3% | 49.1%-13.8pp | 59.1%-23.8pp | 69.5%-34.2pp |
| Annual return | 4.42% | 29.88%-25.5pp | 31.39%-27.0pp | 25.83%-21.4pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,070 | $2,510-57.4% | $3,197-66.5% | $7,856-86.4% |