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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 | $116,129 | $89,370+29.9% | $141,197-17.8% | $72,976+59.1% |
| Participation rate | 12.1% | 75.1%-63.0pp | 82.5%-70.4pp | 69.5%-57.4pp |
| Annual return | 18.00% | 111.88%-93.9pp | 71.41%-53.4pp | 81.02%-63.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $867 | $5,957-85.4% | $10,265-91.6% | $5,124-83.1% |