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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 | $45,343+23.6% | $150,298-62.7% | $67,986-17.6% |
| Participation rate | 4.0% | 51.9%-47.9pp | 77.8%-73.8pp | 57.2%-53.2pp |
| Annual return | 7.60% | 33.28%-25.7pp | 62.79%-55.2pp | 31.67%-24.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $35,187 | $2,250+1464.0% | $14,116+149.3% | $3,203+998.5% |