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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 | $65,176 | $72,607-10.2% | $90,259-27.8% | $87,485-25.5% |
| Participation rate | 22.6% | 64.8%-42.2pp | 70.7%-48.2pp | 68.9%-46.4pp |
| Annual return | 11.35% | 18.59%-7.2pp | 18.88%-7.5pp | 26.06%-14.7pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $15,124 | $5,947+154.3% | $7,267+108.1% | $7,775+94.5% |