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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 | $94,209 | $185,830-49.3% | $170,004-44.6% | $139,427-32.4% |
| Participation rate | 8.7% | 87.8%-79.1pp | 87.0%-78.3pp | 80.3%-71.6pp |
| Annual return | 6.26% | 60.52%-54.3pp | 53.39%-47.1pp | 373.27%-367.0pp |
| Employer contribution / active EE | $0 | $7,591-100.0% | $6,786-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,711-100.0% |
| Admin fee / account holder | $11,530 | $15,381-25.0% | $12,816-10.0% | $11,404+1.1% |