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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 | $24,377 | $183,627-86.7% | $155,602-84.3% | $145,978-83.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.86% | 61.32%-53.5pp | 64.81%-57.0pp | 550.52%-542.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,727 | $6,466-11.4% | $5,629+1.8% | $6,690-14.4% |
| Admin fee / account holder | $12,915 | $19,327-33.2% | $15,923-18.9% | $13,400-3.6% |