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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 | $22,630 | $76,551-70.4% | $123,894-81.7% | $62,881-64.0% |
| Participation rate | 31.5% | 73.0%-41.5pp | 81.4%-49.9pp | 69.3%-37.8pp |
| Annual return | 4.14% | 18.68%-14.5pp | 47.52%-43.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,177 | $4,826+7.3% | $8,357-38.0% | $4,296+20.5% |