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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 | $102,284 | $183,968-44.4% | $162,166-36.9% | $152,870-33.1% |
| Participation rate | 13.0% | 88.5%-75.5pp | 87.6%-74.5pp | 82.4%-69.4pp |
| Annual return | 7.25% | 150.77%-143.5pp | 115.59%-108.3pp | 345.34%-338.1pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,937 | $13,121-77.6% | $10,842-72.9% | $11,597-74.7% |