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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 | $237,944 | $81,504+191.9% | $102,437+132.3% | $80,959+193.9% |
| Participation rate | 64.5% | 66.9%-2.3pp | 74.5%-10.0pp | 67.7%-3.2pp |
| Annual return | 5.34% | 25.60%-20.3pp | 24.95%-19.6pp | 35.67%-30.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,439,586 | $6,719+21324.3% | $8,388+17062.4% | $6,925+20687.2% |