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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 | $177,539 | $78,707+125.6% | $117,861+50.6% | $70,126+153.2% |
| Participation rate | 11.5% | 73.2%-61.7pp | 79.7%-68.1pp | 69.5%-58.0pp |
| Annual return | 4.00% | 23.30%-19.3pp | 335.11%-331.1pp | 73.15%-69.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,823 | $5,066-4.8% | $8,021-39.9% | $4,645+3.8% |