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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 | $80,936 | $117,426-31.1% | $99,470-18.6% | $152,885-47.1% |
| Participation rate | 68.8% | 77.5%-8.8pp | 73.8%-5.1pp | 82.5%-13.7pp |
| Annual return | 2.88% | 31.87%-29.0pp | 30.72%-27.8pp | 345.39%-342.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,959 | $7,634+122.1% | $6,252+171.2% | $11,598+46.2% |