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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 | $33,632 | $176,077-80.9% | $159,455-78.9% | $167,518-79.9% |
| Participation rate | 13.6% | 84.9%-71.3pp | 82.8%-69.2pp | 82.1%-68.5pp |
| Annual return | 7.36% | 331.83%-324.5pp | 263.63%-256.3pp | 478.71%-471.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $41,194 | $12,556+228.1% | $10,800+281.4% | $12,312+234.6% |