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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 | $234,209 | $118,488+97.7% | $98,462+137.9% | $139,487+67.9% |
| Participation rate | 64.3% | 77.5%-13.2pp | 75.2%-10.9pp | 80.3%-16.1pp |
| Annual return | 8.07% | 18.96%-10.9pp | 21.17%-13.1pp | 373.84%-365.8pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $43,643 | $13,868+214.7% | $8,875+391.8% | $11,407+282.6% |