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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 | $184,982 | $78,690+135.1% | $161,489+14.5% | $87,485+111.4% |
| Participation rate | 67.9% | 67.5%+0.4pp | 78.7%-10.8pp | 68.9%-1.1pp |
| Annual return | 8.27% | 32.74%-24.5pp | 89.72%-81.5pp | 26.06%-17.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,600 | $6,724+57.7% | $16,006-33.8% | $7,775+36.3% |