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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 | $137,980 | $109,359+26.2% | $162,185-14.9% | $72,976+89.1% |
| Participation rate | 28.1% | 84.3%-56.1pp | 87.6%-59.4pp | 69.5%-41.4pp |
| Annual return | 8.08% | 25.46%-17.4pp | 115.61%-107.5pp | 81.02%-72.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,384 | $7,972+93.0% | $10,844+41.9% | $5,124+200.2% |