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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 | $87,017 | $138,312-37.1% | $122,979-29.2% | $155,188-43.9% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | -1.50% | 22.06%-23.6pp | 20.12%-21.6pp | 148.84%-150.3pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16,688 | $15,089+10.6% | $12,864+29.7% | $14,480+15.2% |