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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 | $67,497 | $198,462-66.0% | $170,439-60.4% | $147,585-54.3% |
| Participation rate | 27.3% | 88.0%-60.7pp | 83.6%-56.3pp | 82.8%-55.6pp |
| Annual return | 5.96% | 257.30%-251.3pp | 205.94%-200.0pp | 578.58%-572.6pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,439 | $16,852-91.5% | $13,881-89.6% | $10,886-86.8% |