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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 | $31,949 | $46,697-31.6% | $117,533-72.8% | $68,486-53.3% |
| Participation rate | 32.4% | 56.8%-24.3pp | 70.6%-38.2pp | 67.9%-35.5pp |
| Annual return | -19.71% | -14.52%-5.2pp | 29.77%-49.5pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,045 | $4,023+25.4% | $5,647-10.7% | $5,404-6.6% |