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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 | $118,984 | $97,648+21.8% | $121,663-2.2% | $87,485+36.0% |
| Participation rate | 61.1% | 70.5%-9.4pp | 74.5%-13.4pp | 68.9%-7.8pp |
| Annual return | 8.77% | 18.03%-9.3pp | 147.54%-138.8pp | 26.06%-17.3pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $18,927 | $11,100+70.5% | $14,289+32.5% | $7,775+143.4% |