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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 | $83,097 | $65,034+27.8% | $90,970-8.7% | $79,856+4.1% |
| Participation rate | 65.0% | 61.6%+3.4pp | 69.0%-4.0pp | 69.6%-4.6pp |
| Annual return | 3.92% | 30.45%-26.5pp | 134.60%-130.7pp | 31.71%-27.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,830 | $4,536-59.7% | $5,961-69.3% | $5,306-65.5% |