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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 | $29,640 | $45,050-34.2% | $63,018-53.0% | $70,126-57.7% |
| Participation rate | 32.3% | 69.5%-37.3pp | 74.8%-42.5pp | 69.5%-37.3pp |
| Annual return | 5.49% | 18.76%-13.3pp | 87.62%-82.1pp | 73.15%-67.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,755 | $2,834-38.1% | $3,601-51.3% | $4,645-62.2% |