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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 | $150,389 | $76,834+95.7% | $108,359+38.8% | $87,485+71.9% |
| Participation rate | 27.0% | 61.7%-34.7pp | 70.1%-43.1pp | 68.9%-41.9pp |
| Annual return | 9.80% | 19.09%-9.3pp | 36.89%-27.1pp | 26.06%-16.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,018 | $6,537+7.4% | $9,741-28.0% | $7,775-9.7% |