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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 | $130,734 | $63,346+106.4% | $92,240+41.7% | $70,126+86.4% |
| Participation rate | 65.5% | 68.7%-3.2pp | 76.5%-11.0pp | 69.5%-4.0pp |
| Annual return | 11.37% | 530.19%-518.8pp | 176.29%-164.9pp | 73.15%-61.8pp |
| 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 | $7,086 | $3,841+84.5% | $5,194+36.4% | $4,645+52.5% |