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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 | $206,878 | $150,346+37.6% | $120,524+71.6% | $145,877+41.8% |
| Participation rate | 22.2% | 78.8%-56.6pp | 71.9%-49.7pp | 80.3%-58.1pp |
| Annual return | 4.83% | 154.40%-149.6pp | 107.36%-102.5pp | 551.28%-546.4pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,984 | $12,215-26.5% | $9,440-4.8% | $13,402-33.0% |