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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 | $158,060 | $232,540-32.0% | $185,117-14.6% | $147,586+7.1% |
| Participation rate | 20.0% | 82.4%-62.4pp | 77.3%-57.3pp | 82.8%-62.8pp |
| Annual return | 1.56% | 43.03%-41.5pp | 40.50%-38.9pp | 578.59%-577.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $61,965 | $10,275+503.1% | $8,159+659.4% | $10,886+469.2% |