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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 | $126,967 | $63,346+100.4% | $92,240+37.6% | $70,126+81.1% |
| Participation rate | 29.5% | 68.7%-39.2pp | 76.5%-47.0pp | 69.5%-40.0pp |
| Annual return | 4.29% | 530.19%-525.9pp | 176.29%-172.0pp | 73.15%-68.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,992 | $3,841+56.0% | $5,194+15.4% | $4,645+29.0% |