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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 | $135,493 | $103,393+31.0% | $87,103+55.6% | $152,909-11.4% |
| Participation rate | 42.1% | 79.4%-37.3pp | 76.9%-34.8pp | 82.5%-40.4pp |
| Annual return | 4.58% | 28.10%-23.5pp | 28.19%-23.6pp | 345.46%-340.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $47,524 | $12,195+289.7% | $7,491+534.4% | $11,601+309.7% |