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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 | $31,906 | $53,841-40.7% | $75,731-57.9% | $85,851-62.8% |
| Participation rate | 50.0% | 69.0%-19.0pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 10.52% | 24.54%-14.0pp | 104.65%-94.1pp | 318.63%-308.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,896 | $3,340-13.3% | $3,620-20.0% | $6,261-53.8% |