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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 | $94,031+26.5% | $115,768+2.8% | $82,448+44.3% |
| Participation rate | 61.1% | 70.4%-9.3pp | 74.4%-13.3pp | 68.1%-7.0pp |
| Annual return | 8.77% | 20.61%-11.8pp | 100.46%-91.7pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,927 | $10,249+84.7% | $12,439+52.2% | $7,234+161.6% |