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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 | $11,038 | $69,248-84.1% | $64,101-82.8% | $139,466-92.1% |
| Participation rate | 6.7% | 75.6%-68.9pp | 72.3%-65.6pp | 80.3%-73.7pp |
| Annual return | 10.01% | 45.95%-35.9pp | 33.72%-23.7pp | 373.66%-363.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,712 | $4,247-59.7% | $3,070-44.2% | $11,409-85.0% |