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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 | $165,436 | $129,737+27.5% | $119,126+38.9% | $154,746+6.9% |
| Participation rate | 36.4% | 78.9%-42.5pp | 75.8%-39.4pp | 80.7%-44.3pp |
| Annual return | 8.95% | 379.08%-370.1pp | 282.11%-273.2pp | 172.34%-163.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $105,688 | $11,961+783.6% | $10,693+888.4% | $14,365+635.7% |