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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 | $188,834 | $116,203+62.5% | $93,621+101.7% | $152,909+23.5% |
| Participation rate | 61.1% | 78.1%-16.9pp | 75.8%-14.7pp | 82.5%-21.3pp |
| Annual return | 5.46% | 35.96%-30.5pp | 32.76%-27.3pp | 345.46%-340.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $39,555 | $10,751+267.9% | $7,890+401.3% | $11,601+241.0% |