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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 | $20,937 | $72,273-71.0% | $101,275-79.3% | $79,856-73.8% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.8%-17.5pp | 69.6%-11.3pp |
| Annual return | -36.04% | 22.30%-58.3pp | 46.48%-82.5pp | 31.71%-67.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,218 | $4,401+18.6% | $5,948-12.3% | $5,306-1.7% |