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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 | $103,815 | $80,984+28.2% | $96,569+7.5% | $75,173+38.1% |
| Participation rate | 2.0% | 71.8%-69.8pp | 76.0%-74.0pp | 67.2%-65.2pp |
| Annual return | 4.27% | 27.05%-22.8pp | 25.87%-21.6pp | 160.65%-156.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,160 | $6,720+6.5% | $8,251-13.2% | $5,651+26.7% |