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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 | $122,929 | $71,057+73.0% | $93,654+31.3% | $80,874+52.0% |
| Participation rate | 6.9% | 60.4%-53.5pp | 68.7%-61.8pp | 67.6%-60.8pp |
| Annual return | 5.54% | 11.26%-5.7pp | 133.34%-127.8pp | 35.62%-30.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,244 | $6,944-10.1% | $8,282-24.6% | $6,935-10.0% |