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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 | $142,338 | $57,541+147.4% | $95,728+48.7% | $75,181+89.3% |
| Participation rate | 69.2% | 62.5%+6.7pp | 72.3%-3.0pp | 67.2%+2.0pp |
| Annual return | 0.51% | 34.93%-34.4pp | 28.40%-27.9pp | 160.69%-160.2pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,794 | $4,099+90.2% | $5,673+37.4% | $5,650+37.9% |