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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 | $69,486 | $99,994-30.5% | $146,643-52.6% | $85,847-19.1% |
| Participation rate | 65.9% | 73.1%-7.1pp | 80.1%-14.2pp | 69.3%-3.4pp |
| Annual return | 3.16% | 18.93%-15.8pp | 22.75%-19.6pp | 318.61%-315.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,443 | $7,703-16.4% | $10,280-37.3% | $6,261+2.9% |