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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 | $81,918 | $211,105-61.2% | $178,449-54.1% | $145,978-43.9% |
| Participation rate | 5.9% | 80.8%-74.9pp | 77.1%-71.2pp | 80.3%-74.4pp |
| Annual return | 7.24% | 30.19%-22.9pp | 27.09%-19.8pp | 550.52%-543.3pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $72,479 | $12,017+503.1% | $10,362+599.5% | $13,400+440.9% |