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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 | $139,592 | $174,379-19.9% | $152,093-8.2% | $138,895+0.5% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 5.76% | 74.86%-69.1pp | 66.36%-60.6pp | 145.39%-139.6pp |
| Employer contribution / active EE | $900 | $4,652-80.7% | $4,175-78.4% | $4,194-78.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $21,895 | $16,880+29.7% | $14,497+51.0% | $12,562+74.3% |