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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 | $184,000-44.4% | $162,185-36.9% | $152,909-33.1% |
| Participation rate | 13.0% | 88.5%-75.5pp | 87.6%-74.5pp | 82.5%-69.4pp |
| Annual return | 7.25% | 150.80%-143.6pp | 115.61%-108.4pp | 345.46%-338.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,937 | $13,124-77.6% | $10,844-72.9% | $11,601-74.7% |