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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 | $47,852 | $48,364-1.1% | $71,796-33.3% | $62,881-23.9% |
| Participation rate | 48.6% | 60.6%-12.0pp | 69.1%-20.5pp | 69.3%-20.7pp |
| Annual return | 1.35% | 13.16%-11.8pp | 78.04%-76.7pp | 20.14%-18.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $519 | $3,771-86.2% | $4,815-89.2% | $4,296-87.9% |