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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 | $29,853 | $201,344-85.2% | $184,243-83.8% | $145,877-79.5% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.8pp |
| Annual return | 6.81% | 29.01%-22.2pp | 28.82%-22.0pp | 551.28%-544.5pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,340 | $16,382-43.0% | $13,914-32.9% | $13,402-30.3% |