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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 | $64,406 | $48,078+34.0% | $78,676-18.1% | $62,881+2.4% |
| Participation rate | 8.8% | 65.2%-56.4pp | 73.6%-64.7pp | 69.3%-60.5pp |
| Annual return | 4.38% | 31.36%-27.0pp | 62.19%-57.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $18,346 | $3,206+472.2% | $4,510+306.8% | $4,296+327.1% |