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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 | $178,128 | $87,834+102.8% | $133,975+33.0% | $62,881+183.3% |
| Participation rate | 11.4% | 83.4%-71.9pp | 87.1%-75.6pp | 69.3%-57.9pp |
| Annual return | -1.44% | 12.05%-13.5pp | 29.29%-30.7pp | 20.14%-21.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $63,769 | $5,372+1087.0% | $9,324+583.9% | $4,296+1384.5% |