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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 | $90,992 | $203,436-55.3% | $152,466-40.3% | $167,518-45.7% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.2%-11.5pp | 82.1%-15.4pp |
| Annual return | 7.52% | 13.80%-6.3pp | 757.33%-749.8pp | 478.71%-471.2pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,948 | $22,506-64.7% | $15,805-49.7% | $12,312-35.4% |