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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 | $69,316 | $103,164-32.8% | $90,259-23.2% | $154,746-55.2% |
| Participation rate | 25.0% | 76.1%-51.1pp | 70.7%-45.7pp | 80.7%-55.7pp |
| Annual return | 1.67% | 19.25%-17.6pp | 18.88%-17.2pp | 172.34%-170.7pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $253,305 | $8,593+2847.8% | $7,267+3385.6% | $14,365+1663.3% |