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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 | $20,876 | $81,276-74.3% | $155,574-86.6% | $80,925-74.2% |
| Participation rate | 22.6% | 66.2%-43.7pp | 78.2%-55.6pp | 67.7%-45.1pp |
| Annual return | 9.49% | 33.36%-23.9pp | 64.87%-55.4pp | 35.65%-26.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,693 | $7,993+71.3% | $15,914-14.0% | $6,940+97.3% |