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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 | $63,328 | $105,210-39.8% | $159,487-60.3% | $85,851-26.2% |
| Participation rate | 10.3% | 75.8%-65.4pp | 82.8%-72.5pp | 69.3%-59.0pp |
| Annual return | 9.53% | 45.08%-35.6pp | 263.71%-254.2pp | 318.63%-309.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,731 | $6,934-75.0% | $10,804-84.0% | $6,261-72.4% |