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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 | $22,377 | $49,239-54.6% | $70,462-68.2% | $79,858-72.0% |
| Participation rate | 30.0% | 69.2%-39.2pp | 75.1%-45.1pp | 69.6%-39.6pp |
| Annual return | -0.79% | 30.08%-30.9pp | 109.08%-109.9pp | 31.72%-32.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,028 | $2,876-29.5% | $3,845-47.2% | $5,306-61.8% |