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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 | $90,479 | $89,367+1.2% | $141,191-35.9% | $72,975+24.0% |
| Participation rate | 63.4% | 75.1%-11.7pp | 82.5%-19.1pp | 69.5%-6.1pp |
| Annual return | 18.34% | 111.87%-93.5pp | 71.41%-53.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $55,272 | $5,957+827.9% | $10,264+438.5% | $5,124+978.7% |