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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 | $37,619 | $81,208-53.7% | $98,920-62.0% | $79,852-52.9% |
| Participation rate | 69.2% | 72.5%-3.3pp | 76.0%-6.8pp | 69.6%-0.4pp |
| Annual return | 4.16% | 60.99%-56.8pp | 196.47%-192.3pp | 31.72%-27.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,802 | $6,013-20.1% | $6,643-27.7% | $5,306-9.5% |