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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 | $210,000 | $115,866+81.2% | $65,328+221.5% | $139,456+50.6% |
| Participation rate | 14.3% | 67.8%-53.5pp | 64.9%-50.7pp | 80.3%-66.0pp |
| Annual return | 0.04% | 31.21%-31.2pp | 47.39%-47.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,400 | $6,705-64.2% | $4,116-41.7% | $11,407-79.0% |