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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 | $212,585 | $64,359+230.3% | $90,161+135.8% | $70,126+203.1% |
| Participation rate | 30.6% | 70.4%-39.9pp | 76.9%-46.3pp | 69.5%-39.0pp |
| Annual return | 3.97% | 28.13%-24.2pp | 34.89%-30.9pp | 73.15%-69.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $70,557 | $3,945+1688.5% | $5,943+1087.2% | $4,645+1418.8% |