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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 | $47,597 | $66,431-28.4% | $109,916-56.7% | $85,851-44.6% |
| Participation rate | 58.8% | 63.9%-5.1pp | 74.2%-15.4pp | 69.3%-10.5pp |
| Annual return | 5.66% | 19.59%-13.9pp | 29.46%-23.8pp | 318.63%-313.0pp |
| Employer contribution / active EE | $0 | $1,688-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,972 | $4,559+140.6% | $6,069+80.8% | $6,261+75.2% |