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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 | $117,200 | $99,652+17.6% | $78,778+48.8% | $147,586-20.6% |
| Participation rate | 47.6% | 76.2%-28.6pp | 69.2%-21.6pp | 82.8%-35.2pp |
| Annual return | 7.00% | 47.28%-40.3pp | 35.62%-28.6pp | 578.59%-571.6pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,065 | $7,155+12.7% | $5,134+57.1% | $10,886-25.9% |