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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 | $34,039 | $192,829-82.3% | $142,516-76.1% | $139,466-75.6% |
| Participation rate | 56.3% | 81.4%-25.2pp | 76.8%-20.5pp | 80.3%-24.1pp |
| Annual return | 6.94% | 17.99%-11.1pp | 19.99%-13.1pp | 373.66%-366.7pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $49,379 | $15,120+226.6% | $10,008+393.4% | $11,409+332.8% |