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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 | $121,435 | $217,432-44.2% | $185,849-34.7% | $167,536-27.5% |
| Participation rate | 23.1% | 86.1%-63.0pp | 81.7%-58.6pp | 82.1%-59.0pp |
| Annual return | 7.58% | 148.42%-140.8pp | 122.10%-114.5pp | 478.82%-471.2pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $56,276 | $19,818+184.0% | $16,244+246.4% | $12,315+357.0% |