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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 | $226,062 | $110,212+105.1% | $96,534+134.2% | $139,466+62.1% |
| Participation rate | 8.3% | 78.1%-69.8pp | 76.0%-67.6pp | 80.3%-72.0pp |
| Annual return | 6.80% | 26.42%-19.6pp | 25.88%-19.1pp | 373.66%-366.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,413 | $11,599-79.2% | $8,253-70.8% | $11,409-78.8% |