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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 | $5,441 | $88,996-93.9% | $78,004-93.0% | $138,895-96.1% |
| Participation rate | 45.5% | 74.4%-28.9pp | 69.4%-24.0pp | 79.9%-34.5pp |
| Annual return | 7.17% | 28.03%-20.9pp | 31.07%-23.9pp | 145.39%-138.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,467 | $8,807-60.6% | $7,578-54.2% | $12,562-72.4% |