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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 | $81,476+192.0% | $102,383+132.4% | $80,925+194.0% |
| Participation rate | 64.5% | 66.8%-2.3pp | 74.5%-10.0pp | 67.7%-3.1pp |
| Annual return | 5.34% | 25.59%-20.3pp | 24.94%-19.6pp | 35.65%-30.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,439,586 | $6,717+21330.5% | $8,391+17055.6% | $6,940+20643.0% |