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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 | $23,938 | $97,125-75.4% | $86,233-72.2% | $137,256-82.6% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.0%-57.9pp | 80.0%-68.8pp |
| Annual return | 10.83% | 74.19%-63.4pp | 61.39%-50.6pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $44,198 | $9,725+354.5% | $8,342+429.8% | $12,270+260.2% |