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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 | $14,548 | $77,449-81.2% | $69,483-79.1% | $152,909-90.5% |
| Participation rate | 37.5% | 78.1%-40.6pp | 74.6%-37.1pp | 82.5%-45.0pp |
| Annual return | 4.63% | 39.09%-34.5pp | 28.99%-24.4pp | 345.46%-340.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $729 | $6,210-88.3% | $3,841-81.0% | $11,601-93.7% |