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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 | $21,206 | $162,967-87.0% | $135,792-84.4% | $138,895-84.7% |
| Participation rate | 25.0% | 78.3%-53.3pp | 72.6%-47.6pp | 79.9%-54.9pp |
| Annual return | 0.07% | 30.08%-30.0pp | 25.96%-25.9pp | 145.39%-145.3pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $17,574 | $15,306+14.8% | $12,266+43.3% | $12,562+39.9% |