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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 | $209,342 | $76,407+174.0% | $150,298+39.3% | $82,448+153.9% |
| Participation rate | 9.4% | 66.4%-57.0pp | 77.8%-68.4pp | 68.1%-58.7pp |
| Annual return | 8.44% | 39.99%-31.6pp | 62.79%-54.3pp | 41.64%-33.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $23,541 | $6,352+270.6% | $14,116+66.8% | $7,234+225.4% |