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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 | $36,364 | $185,312-80.4% | $161,489-77.5% | $154,746-76.5% |
| Participation rate | 7.7% | 82.5%-74.8pp | 78.7%-71.0pp | 80.7%-73.0pp |
| Annual return | 4.59% | 103.84%-99.3pp | 89.72%-85.1pp | 172.34%-167.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,854 | $18,654-31.1% | $16,006-19.7% | $14,365-10.5% |