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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 | $119,591 | $55,713+114.7% | $75,901+57.6% | $72,975+63.9% |
| Participation rate | 46.2% | 61.1%-15.0pp | 69.3%-23.1pp | 69.5%-23.3pp |
| Annual return | 11.90% | 27.60%-15.7pp | 30.76%-18.9pp | 81.01%-69.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,812 | $3,980+71.1% | $5,420+25.7% | $5,124+32.9% |