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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 | $19,027 | $47,848-60.2% | $81,473-76.6% | $70,124-72.9% |
| Participation rate | 39.3% | 58.3%-18.9pp | 68.0%-28.6pp | 69.5%-30.2pp |
| Annual return | 6.36% | 27.25%-20.9pp | 38.78%-32.4pp | 73.14%-66.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,294 | $3,145-27.0% | $4,561-49.7% | $4,645-50.6% |