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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 | $101,793 | $146,267-30.4% | $197,124-48.4% | $82,448+23.5% |
| Participation rate | 23.2% | 84.0%-60.8pp | 86.7%-63.5pp | 68.1%-44.9pp |
| Annual return | 2.35% | 29.61%-27.3pp | 44.34%-42.0pp | 41.64%-39.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,785 | $14,422-87.6% | $16,298-89.1% | $7,234-75.3% |