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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 | $68,903 | $56,894+21.1% | $84,753-18.7% | $62,881+9.6% |
| Participation rate | 69.1% | 68.5%+0.6pp | 76.6%-7.5pp | 69.3%-0.2pp |
| Annual return | -0.03% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,442 | $3,581-59.7% | $5,333-73.0% | $4,296-66.4% |