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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 | $115,412 | $93,345+23.6% | $119,126-3.1% | $87,485+31.9% |
| Participation rate | 68.0% | 68.7%-0.7pp | 75.8%-7.8pp | 68.9%-0.9pp |
| Annual return | 4.14% | 19.08%-14.9pp | 282.11%-278.0pp | 26.06%-21.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,521 | $8,039-81.1% | $10,693-85.8% | $7,775-80.4% |