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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 | $101,902 | $117,829-13.5% | $102,423-0.5% | $145,877-30.1% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 8.42% | 31.83%-23.4pp | 29.42%-21.0pp | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $70,371 | $13,335+427.7% | $9,455+644.3% | $13,402+425.1% |