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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 | $13,777 | $88,996-84.5% | $78,004-82.3% | $138,895-90.1% |
| Participation rate | 42.9% | 74.4%-31.5pp | 69.4%-26.6pp | 79.9%-37.1pp |
| Annual return | -9.10% | 28.03%-37.1pp | 31.07%-40.2pp | 145.39%-154.5pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,733 | $8,807+21.9% | $7,578+41.6% | $12,562-14.6% |