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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 | $7,993 | $56,063-85.7% | $76,051-89.5% | $80,911-90.1% |
| Participation rate | 68.8% | 62.0%+6.7pp | 69.1%-0.3pp | 67.6%+1.1pp |
| Annual return | 8.50% | 20.54%-12.0pp | 360.42%-351.9pp | 35.63%-27.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,630 | $5,240+7.4% | $6,416-12.3% | $6,935-18.8% |