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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 | $211,288-61.2% | $178,540-54.1% | $145,884-43.8% |
| Participation rate | 5.9% | 80.8%-74.9pp | 77.1%-71.2pp | 80.3%-74.4pp |
| Annual return | 7.24% | 30.27%-23.0pp | 27.15%-19.9pp | 551.85%-544.6pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $72,479 | $12,105+498.7% | $10,424+595.3% | $13,392+441.2% |