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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 | $97,056 | $166,020-41.5% | $164,866-41.1% | $145,959-33.5% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.6%-61.9pp | 80.3%-63.6pp |
| Annual return | 2.85% | 100.08%-97.2pp | 69.97%-67.1pp | 561.95%-559.1pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $96,259 | $16,644+478.3% | $12,689+658.6% | $13,398+618.5% |