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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 | $77,574+93.9% | $108,753+38.3% | $86,983+72.9% |
| Participation rate | 27.0% | 62.3%-35.3pp | 71.1%-44.1pp | 69.5%-42.5pp |
| Annual return | 9.80% | 18.42%-8.6pp | 37.47%-27.7pp | 25.83%-16.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,018 | $6,529+7.5% | $10,320-32.0% | $7,856-10.7% |