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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 | $25,226 | $77,814-67.6% | $158,223-84.1% | $86,983-71.0% |
| Participation rate | 49.2% | 68.4%-19.3pp | 79.2%-30.0pp | 69.5%-20.4pp |
| Annual return | 9.43% | 30.54%-21.1pp | 52.09%-42.7pp | 25.83%-16.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,088 | $5,879-64.5% | $16,047-87.0% | $7,856-73.4% |