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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 | $50,014 | $96,965-48.4% | $97,995-49.0% | $147,586-66.1% |
| Participation rate | 58.3% | 83.6%-25.3pp | 82.4%-24.1pp | 82.8%-24.5pp |
| Annual return | 7.63% | 24.11%-16.5pp | 23.94%-16.3pp | 578.59%-571.0pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,420 | $8,120-82.5% | $5,943-76.1% | $10,886-87.0% |