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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 | $147,607 | $168,635-12.5% | $147,6170% | $125,389+17.7% |
| Participation rate | 20.0% | 88.8%-68.8pp | 84.6%-64.6pp | 83.2%-63.2pp |
| Annual return | -7.09% | 77.65%-84.7pp | 61.98%-69.1pp | 282.24%-289.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,444 | $13,580-8.4% | $11,612+7.2% | $9,541+30.4% |