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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 | $98,167 | $109,359-10.2% | $162,177-39.5% | $72,975+34.5% |
| Participation rate | 35.3% | 84.3%-49.0pp | 87.6%-52.3pp | 69.5%-34.2pp |
| Annual return | 0.59% | 25.46%-24.9pp | 115.60%-115.0pp | 81.01%-80.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $22,090 | $7,972+177.1% | $10,843+103.7% | $5,124+331.1% |