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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 | $59,508 | $48,327+23.1% | $67,575-11.9% | $80,935-26.5% |
| Participation rate | 36.4% | 66.4%-30.0pp | 72.9%-36.6pp | 67.7%-31.3pp |
| Annual return | 10.41% | 18.31%-7.9pp | 3528.98%-3518.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,381 | $3,692+127.0% | $3,993+109.9% | $6,924+21.0% |