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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 | $68,920 | $101,778-32.3% | $164,975-58.2% | $80,925-14.8% |
| Participation rate | 55.3% | 71.8%-16.5pp | 78.6%-23.3pp | 67.7%-12.3pp |
| Annual return | 3.21% | 16.73%-13.5pp | 70.12%-66.9pp | 35.65%-32.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,629 | $8,221-31.5% | $12,688-55.6% | $6,940-18.9% |