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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 | $15,842 | $100,970-84.3% | $96,576-83.6% | $137,256-88.5% |
| Participation rate | 53.3% | 82.6%-29.3pp | 81.4%-28.1pp | 80.0%-26.6pp |
| Annual return | 10.71% | 38.16%-27.5pp | 38.47%-27.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,045 | $11,312-46.6% | $11,381-46.9% | $12,270-50.7% |