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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 | $61,597 | $67,602-8.9% | $82,312-25.2% | $70,126-12.2% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.9%-17.4pp | 69.5%-10.1pp |
| Annual return | 11.92% | 21.57%-9.6pp | 25.88%-14.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,902 | $4,512+163.8% | $5,608+112.2% | $4,645+156.2% |