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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 | $116,895 | $136,860-14.6% | $120,344-2.9% | $154,746-24.5% |
| Participation rate | 16.7% | 79.9%-63.2pp | 76.7%-60.0pp | 80.7%-64.0pp |
| Annual return | 2.86% | 21.38%-18.5pp | 20.30%-17.4pp | 172.34%-169.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,013 | $15,393-67.4% | $12,742-60.7% | $14,365-65.1% |