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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 | $96,731+19.3% | $123,973-6.9% | $86,983+32.7% |
| Participation rate | 68.0% | 70.0%-2.0pp | 76.7%-8.7pp | 69.5%-1.5pp |
| Annual return | 4.14% | 17.33%-13.2pp | 388.13%-384.0pp | 25.83%-21.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,521 | $8,722-82.6% | $11,799-87.1% | $7,856-80.6% |