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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 | $100,525 | $153,769-34.6% | $133,975-25.0% | $273,972-63.3% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.1%-17.8pp | 83.0%-13.8pp |
| Annual return | -2.50% | 36.51%-39.0pp | 29.29%-31.8pp | 41.46%-44.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $47,501 | $11,765+303.8% | $9,324+409.4% | $10,133+368.8% |