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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 | $29,826 | $72,269-58.7% | $101,271-70.5% | $79,852-62.6% |
| Participation rate | 51.9% | 68.5%-16.6pp | 75.8%-24.0pp | 69.6%-17.8pp |
| Annual return | -4.74% | 22.29%-27.0pp | 46.48%-51.2pp | 31.72%-36.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $836 | $4,401-81.0% | $5,948-86.0% | $5,306-84.3% |