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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 | $38,504 | $81,476-52.7% | $102,383-62.4% | $80,925-52.4% |
| Participation rate | 62.2% | 66.8%-4.7pp | 74.5%-12.3pp | 67.7%-5.5pp |
| Annual return | 9.19% | 25.59%-16.4pp | 24.94%-15.7pp | 35.65%-26.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,563 | $6,717-17.2% | $8,391-33.7% | $6,940-19.8% |