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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 | $19,418 | $91,179-78.7% | $178,499-89.1% | $79,852-75.7% |
| Participation rate | 39.3% | 69.2%-29.9pp | 81.9%-42.6pp | 69.6%-30.4pp |
| Annual return | 8.43% | 24.19%-15.8pp | 151.10%-142.7pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,095 | $6,749-83.8% | $13,986-92.2% | $5,306-79.4% |