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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 | $79,517 | $138,393-42.5% | $184,256-56.8% | $80,959-1.8% |
| Participation rate | 23.9% | 83.9%-60.0pp | 86.8%-62.9pp | 67.7%-43.8pp |
| Annual return | 9.57% | 20.01%-10.4pp | 28.85%-19.3pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $590 | $10,489-94.4% | $13,899-95.8% | $6,925-91.5% |