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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 | $8,249 | $55,902-85.2% | $76,030-89.2% | $80,959-89.8% |
| Participation rate | 63.8% | 62.1%+1.7pp | 69.1%-5.3pp | 67.7%-3.9pp |
| Annual return | 0.35% | 20.59%-20.2pp | 361.54%-361.2pp | 35.67%-35.3pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $22,529 | $5,239+330.0% | $6,421+250.9% | $6,925+225.3% |