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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 | $22,717 | $156,398-85.5% | $147,318-84.6% | $138,895-83.6% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 79.9%-65.6pp |
| Annual return | 1.58% | 78.75%-77.2pp | 70.43%-68.9pp | 145.39%-143.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $34,085 | $14,976+127.6% | $13,708+148.7% | $12,562+171.3% |