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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 | $61,553 | $88,707-30.6% | $74,184-17.0% | $273,972-77.5% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | -2.06% | 11.94%-14.0pp | 17.74%-19.8pp | 41.46%-43.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,949 | $8,717-66.2% | $5,586-47.2% | $10,133-70.9% |