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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 | $101,950+16.7% | $125,529-5.2% | $86,983+36.8% |
| Participation rate | 61.1% | 70.2%-9.0pp | 74.7%-13.6pp | 69.5%-8.4pp |
| Annual return | 8.77% | 18.29%-9.5pp | 202.56%-193.8pp | 25.83%-17.1pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $18,927 | $12,791+48.0% | $16,298+16.1% | $7,856+140.9% |