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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 | $27,515 | $53,774-48.8% | $134,162-79.5% | $79,856-65.5% |
| Participation rate | 61.8% | 58.8%+3.0pp | 72.2%-10.4pp | 69.6%-7.9pp |
| Annual return | 8.56% | 19.01%-10.4pp | 36.35%-27.8pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $339 | $3,985-91.5% | $6,685-94.9% | $5,306-93.6% |