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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 | $219,836 | $78,672+179.4% | $109,163+101.4% | $85,856+156.1% |
| Participation rate | 20.4% | 68.3%-47.9pp | 75.9%-55.5pp | 69.3%-48.9pp |
| Annual return | 1.81% | 25.09%-23.3pp | 25.75%-23.9pp | 318.58%-316.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,374 | $5,470+126.2% | $6,754+83.2% | $6,261+97.7% |