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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 | $32,145 | $56,287-42.9% | $80,977-60.3% | $62,881-48.9% |
| Participation rate | 32.4% | 68.9%-36.6pp | 75.8%-43.5pp | 69.3%-37.0pp |
| Annual return | -0.02% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,785 | $3,742-25.6% | $5,517-49.5% | $4,296-35.2% |