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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 | $136,550 | $102,609+33.1% | $98,090+39.2% | $138,895-1.7% |
| Participation rate | 25.0% | 82.8%-57.8pp | 81.5%-56.5pp | 79.9%-54.9pp |
| Annual return | 12.10% | 36.44%-24.3pp | 37.05%-24.9pp | 145.39%-133.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $68,466 | $11,434+498.8% | $11,815+479.5% | $12,562+445.0% |