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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 | $126,661-77.6% | $113,397-75.0% | $138,895-79.6% |
| Participation rate | 21.7% | 79.4%-57.7pp | 76.5%-54.8pp | 79.9%-58.2pp |
| Annual return | 4.56% | 25.05%-20.5pp | 23.20%-18.6pp | 145.39%-140.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,845 | $14,549-25.5% | $11,957-9.3% | $12,562-13.7% |