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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 | $53,142 | $149,040-64.3% | $120,225-55.8% | $137,256-61.3% |
| Participation rate | 55.6% | 75.4%-19.9pp | 69.6%-14.0pp | 80.0%-24.4pp |
| Annual return | 8.75% | 605.68%-596.9pp | 439.23%-430.5pp | 220.34%-211.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,777 | $6,348-56.2% | $5,696-51.2% | $12,270-77.4% |