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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 | $74,611 | $51,222+45.7% | $70,544+5.8% | $75,173-0.7% |
| Participation rate | 69.7% | 61.0%+8.7pp | 68.4%+1.3pp | 67.2%+2.5pp |
| Annual return | 10.66% | 30.06%-19.4pp | 32.79%-22.1pp | 160.72%-150.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,224 | $4,096+27.5% | $6,427-18.7% | $5,651-7.6% |