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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 | $152,704 | $156,398-2.4% | $147,318+3.7% | $138,895+9.9% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.4pp | 79.9%-63.3pp |
| Annual return | 0.09% | 78.75%-78.7pp | 70.43%-70.3pp | 145.39%-145.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,379 | $14,976-17.3% | $13,708-9.7% | $12,562-1.5% |