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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 | $25,677 | $102,828-75.0% | $105,387-75.6% | $152,909-83.2% |
| Participation rate | 18.2% | 83.8%-65.6pp | 82.6%-64.4pp | 82.5%-64.3pp |
| Annual return | 1.94% | 20.85%-18.9pp | 26.82%-24.9pp | 345.46%-343.5pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $808 | $8,683-90.7% | $6,559-87.7% | $11,601-93.0% |