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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 | $40,729 | $76,371-46.7% | $93,621-56.5% | $72,975-44.2% |
| Participation rate | 69.2% | 71.8%-2.5pp | 75.8%-6.6pp | 69.5%-0.3pp |
| Annual return | 4.35% | 25.82%-21.5pp | 32.76%-28.4pp | 81.01%-76.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,105 | $6,839-69.2% | $7,890-73.3% | $5,124-58.9% |