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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 | $101,688 | $53,162+91.3% | $91,227+11.5% | $68,490+48.5% |
| Participation rate | 34.2% | 63.2%-29.0pp | 73.2%-39.0pp | 67.9%-33.7pp |
| Annual return | -29.20% | -3.14%-26.1pp | 114.14%-143.3pp | -7.85%-21.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,045 | $4,493+34.5% | $5,423+11.5% | $5,403+11.9% |