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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 | $194,079 | $57,828+235.6% | $117,039+65.8% | $70,126+176.8% |
| Participation rate | 36.4% | 67.1%-30.8pp | 77.2%-40.8pp | 69.5%-33.2pp |
| Annual return | 5.76% | 17.55%-11.8pp | 18.95%-13.2pp | 73.15%-67.4pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $131,192 | $3,548+3597.3% | $5,974+2096.1% | $4,645+2724.1% |