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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 | $28,318 | $136,860-79.3% | $120,344-76.5% | $154,746-81.7% |
| Participation rate | 21.7% | 79.9%-58.1pp | 76.7%-55.0pp | 80.7%-59.0pp |
| Annual return | 4.56% | 21.38%-16.8pp | 20.30%-15.7pp | 172.34%-167.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,845 | $15,393-29.5% | $12,742-14.9% | $14,365-24.5% |