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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 | $15,260 | $77,920-80.4% | $149,723-89.8% | $75,177-79.7% |
| Participation rate | 35.8% | 65.6%-29.8pp | 78.8%-43.0pp | 67.2%-31.4pp |
| Annual return | 9.50% | 31.72%-22.2pp | 134.50%-125.0pp | 160.75%-151.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,133 | $5,951-64.2% | $13,215-83.9% | $5,651-62.3% |