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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 | $109,620+8.5% | $148,496-19.9% | $94,015+26.6% |
| Participation rate | 61.1% | 71.3%-10.1pp | 76.0%-14.9pp | 70.8%-9.7pp |
| Annual return | 8.77% | 17.54%-8.8pp | 12.33%-3.6pp | 17.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $18,927 | $10,050+88.3% | $19,547-3.2% | $8,951+111.4% |