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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 | $172,724 | $112,112+54.1% | $95,956+80.0% | $158,950+8.7% |
| Participation rate | 27.3% | 79.0%-51.7pp | 77.1%-49.8pp | 82.0%-54.7pp |
| Annual return | 3.85% | 171.15%-167.3pp | 91.63%-87.8pp | 302.91%-299.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,685 | $10,134-63.6% | $6,797-45.8% | $11,248-67.2% |