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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 | $141,360 | $123,793+14.2% | $177,848-20.5% | $79,856+77.0% |
| Participation rate | 28.6% | 84.7%-56.1pp | 87.7%-59.1pp | 69.6%-41.1pp |
| Annual return | 2.72% | 22.82%-20.1pp | 48.33%-45.6pp | 31.71%-29.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,951 | $7,243-17.8% | $12,431-52.1% | $5,306+12.1% |