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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 | $68,937 | $53,162+29.7% | $91,227-24.4% | $68,490+0.7% |
| Participation rate | 13.3% | 63.2%-49.9pp | 73.2%-59.9pp | 67.9%-54.6pp |
| Annual return | -20.09% | -3.14%-16.9pp | 114.14%-134.2pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,133 | $4,493+103.3% | $5,423+68.4% | $5,403+69.0% |