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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 | $214,300 | $161,352+32.8% | $134,172+59.7% | $137,256+56.1% |
| Participation rate | 12.5% | 78.3%-65.8pp | 72.5%-60.0pp | 80.0%-67.5pp |
| Annual return | 8.07% | 28.72%-20.6pp | 25.30%-17.2pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,388 | $15,028-37.5% | $12,016-21.9% | $12,270-23.5% |