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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 | $47,104 | $71,230-33.9% | $93,727-49.7% | $80,959-41.8% |
| Participation rate | 2.2% | 60.4%-58.2pp | 68.7%-66.5pp | 67.7%-65.5pp |
| Annual return | 7.94% | 11.26%-3.3pp | 133.83%-125.9pp | 35.67%-27.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,109 | $6,961-26.6% | $8,292-38.4% | $6,925-26.2% |