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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 | $184,095 | $100,060+84.0% | $149,721+23.0% | $70,126+162.5% |
| Participation rate | 11.1% | 83.6%-72.5pp | 87.1%-76.0pp | 69.5%-58.4pp |
| Annual return | 8.81% | 27.46%-18.7pp | 1501.67%-1492.9pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,723 | $8,285+17.4% | $11,282-13.8% | $4,645+109.3% |