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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 | $27,946 | $82,523-66.1% | $115,752-75.9% | $70,126-60.1% |
| Participation rate | 29.6% | 74.0%-44.4pp | 77.8%-48.1pp | 69.5%-39.9pp |
| Annual return | -2.51% | 28.22%-30.7pp | 19.41%-21.9pp | 73.15%-75.7pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $591 | $4,552-87.0% | $6,278-90.6% | $4,645-87.3% |