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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 | $58,569 | $49,255+18.9% | $70,494-16.9% | $79,856-26.7% |
| Participation rate | 38.6% | 69.2%-30.6pp | 75.1%-36.5pp | 69.6%-31.0pp |
| Annual return | 4.76% | 30.10%-25.3pp | 109.16%-104.4pp | 31.71%-27.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,262 | $2,879+117.5% | $3,848+62.7% | $5,306+18.0% |