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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 | $82,054 | $197,637-58.5% | $177,848-53.9% | $158,982-48.4% |
| Participation rate | 65.0% | 88.5%-23.5pp | 87.7%-22.7pp | 82.0%-17.0pp |
| Annual return | 6.00% | 58.77%-52.8pp | 48.33%-42.3pp | 302.99%-297.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,446 | $15,406-77.6% | $12,431-72.3% | $11,252-69.4% |