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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 | $56,024 | $46,688+20.0% | $189,758-70.5% | $69,733-19.7% |
| Participation rate | 4.0% | 61.7%-57.7pp | 79.8%-75.8pp | 62.5%-58.5pp |
| Annual return | 7.60% | 14.35%-6.7pp | 52.62%-45.0pp | 15.22%-7.6pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $35,187 | $1,700+1969.2% | $20,388+72.6% | $3,102+1034.3% |