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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 | $77,814+137.7% | $158,223+16.9% | $86,983+112.7% |
| Participation rate | 67.9% | 68.4%-0.6pp | 79.2%-11.3pp | 69.5%-1.7pp |
| Annual return | 8.27% | 30.54%-22.3pp | 52.09%-43.8pp | 25.83%-17.6pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $10,600 | $5,879+80.3% | $16,047-33.9% | $7,856+34.9% |