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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 | $88,896 | $185,905-52.2% | $170,057-47.7% | $139,487-36.3% |
| Participation rate | 52.6% | 87.8%-35.1pp | 87.0%-34.4pp | 80.3%-27.7pp |
| Annual return | 1.87% | 60.56%-58.7pp | 53.42%-51.5pp | 373.84%-372.0pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,733 | $15,397-69.3% | $12,826-63.1% | $11,407-58.5% |