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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 | $44,229 | $178,174-75.2% | $156,181-71.7% | $137,256-67.8% |
| Participation rate | 6.7% | 82.0%-75.4pp | 78.8%-72.2pp | 80.0%-73.3pp |
| Annual return | 6.72% | 84.19%-77.5pp | 64.87%-58.2pp | 220.34%-213.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $35,493 | $17,404+103.9% | $14,586+143.3% | $12,270+189.3% |