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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 | $74,006 | $223,823-66.9% | $211,142-64.9% | $154,746-52.2% |
| Participation rate | 33.3% | 87.9%-54.5pp | 87.3%-54.0pp | 80.7%-47.4pp |
| Annual return | 8.40% | 50.39%-42.0pp | 46.84%-38.4pp | 172.34%-163.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,346 | $19,707-42.4% | $19,076-40.5% | $14,365-21.0% |