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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 | $18,364 | $97,078-81.1% | $103,065-82.2% | $145,897-87.4% |
| Participation rate | 42.9% | 81.1%-38.3pp | 80.6%-37.7pp | 80.3%-37.4pp |
| Annual return | 3.61% | 25.49%-21.9pp | 23.95%-20.3pp | 552.29%-548.7pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $40,570 | $12,505+224.4% | $9,349+334.0% | $13,390+203.0% |